Heartwood Wealth Advisors LLC Vanguard Russell 1000 ETF Transaction History

Heartwood Wealth Advisors LLC

  • $879 Million
  • Q4 2024

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 127,426 shares of VONE stock, worth $34.4 Million. This represents 3.87% of its overall portfolio holdings.

Number of Shares
127,426
Previous 126,516 0.72%
Holding current value
$34.4 Million
Previous $32.9 Million 3.29%
% of portfolio
3.87%
Previous 3.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
308
Shares Held
9.83M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD RUSSELL 1000 ETF

VONE Quotes by TradingView
  • Ticker VONE
  • Sector ETFs
  • Industry ETFs
More about VONE
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email