Heartwood Wealth Advisors LLC Vanguard Small Cap Growth ETF Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,560 shares of VBK stock, worth $716,646. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,560
Previous 2,560
-0.0%
Holding current value
$716,646
Previous $684,000
4.68%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,125Shares Held
42.2MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.6 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$547 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$479 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$472 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$394 Million1.08% of portfolio