Heartwood Wealth Advisors LLC Vanguard Russell 1000 ETF Transaction History

Heartwood Wealth Advisors LLC

  • $830 Million
  • Q1 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 140,192 shares of VONE stock, worth $35 Million. This represents 4.29% of its overall portfolio holdings.

Number of Shares
140,192
Previous 127,426 10.02%
Holding current value
$35 Million
Previous $34 Million 4.71%
% of portfolio
4.29%
Previous 3.87%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$250.16 - $278.79 $3.19 Million - $3.56 Million
12,766 Added 10.02%
140,192 $35.6 Million
Q4 2024

Jan 10, 2025
BUY
$257.18 - $277.76 $234,033 - $252,761
910 Added 0.72%
127,426 $34 Million
Q3 2024

Oct 07, 2024
SELL
$234.0 - $260.07 $218,556 - $242,905
-934 Reduced 0.73%
126,516 $32.9 Million
Q2 2024

Jul 09, 2024
SELL
$225.44 - $247.94 $138,645 - $152,483
-615 Reduced 0.48%
127,450 $31.4 Million
Q1 2024

Apr 02, 2024
BUY
$212.91 - $238.32 $27.3 Million - $30.5 Million
128,065 New
128,065 $30.5 Million

Others Institutions Holding VONE

# of Institutions
346
Shares Held
11M
Call Options Held
1.6K
Put Options Held
600
View Full List

About VANGUARD RUSSELL 1000 ETF

VONE Quotes by TradingView
  • Ticker VONE
  • Sector ETFs
  • Industry ETFs
More about VONE
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