Heartwood Wealth Advisors LLC Vanguard Large Cap ETF Transaction History

Heartwood Wealth Advisors LLC

  • $812 Million
  • Q1 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 379,080 shares of VV stock, worth $92.2 Million. This represents 11.19% of its overall portfolio holdings.

Number of Shares
379,080
Previous 411,216 7.81%
Holding current value
$92.2 Million
Previous $89.7 Million 1.32%
% of portfolio
11.19%
Previous 11.95%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 02, 2024
SELL
$214.62 - $240.49 $6.9 Million - $7.73 Million
-32,136 Reduced 7.81%
379,080 $90.9 Million
Q4 2023

Jan 17, 2024
BUY
$188.0 - $219.17 $959,364 - $1.12 Million
5,103 Added 1.26%
411,216 $89.7 Million
Q3 2023

Oct 17, 2023
BUY
$195.09 - $209.59 $303,560 - $326,122
1,556 Added 0.38%
406,113 $79.5 Million
Q2 2023

Jul 19, 2023
BUY
$184.38 - $202.72 $1.21 Million - $1.33 Million
6,567 Added 1.65%
404,557 $82 Million
Q1 2023

Apr 14, 2023
BUY
$172.79 - $190.36 $2.68 Million - $2.95 Million
15,490 Added 4.05%
397,990 $74.3 Million
Q4 2022

Jan 12, 2023
BUY
$170.57 - $185.93 $3.41 Million - $3.72 Million
19,986 Added 5.51%
382,500 $0
Q3 2022

Oct 25, 2022
BUY
N/A
13,222 Added 3.79%
362,514 $59.3 Million
Q2 2022

Jul 25, 2022
BUY
N/A
7,975 Added 2.34%
349,292 $60.2 Million
Q1 2022

Apr 26, 2022
SELL
N/A
-20,869 Reduced 5.76%
341,317 $71.2 Million
Q4 2021

Jan 12, 2022
SELL
N/A
-1,861 Reduced 0.51%
362,186 $80 Million
Q3 2021

Oct 12, 2021
BUY
N/A
3,277 Added 0.91%
364,047 $73.1 Million
Q2 2021

Jul 21, 2021
SELL
N/A
-3,452 Reduced 0.95%
360,770 $72.4 Million
Q1 2021

Apr 19, 2021
SELL
N/A
-14,912 Reduced 3.93%
364,222 $67.5 Million
Q4 2020

Jan 26, 2021
BUY
N/A
2,721 Added 0.72%
379,134 $66.6 Million
Q3 2020

Oct 28, 2020
SELL
N/A
-265,249 Reduced 41.34%
376,413 $58.9 Million
Q2 2020

Aug 05, 2020
BUY
N/A
272,213 Added 73.68%
641,662 $54.8 Million
Q1 2020

May 04, 2020
SELL
N/A
-36,385 Reduced 8.97%
369,449 $43.8 Million
Q4 2019

Jan 31, 2020
BUY
N/A
405,834 New
405,834 $60 Million

Others Institutions Holding VV

# of Institutions
1,097
Shares Held
98.9M
Call Options Held
30.3K
Put Options Held
278K
View Full List

About VANGUARD LARGE-CAP ETF

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