A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 1,259 shares of VDC stock, worth $270,596. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,259
Previous 1,259 -0.0%
Holding current value
$270,596
Previous $255,000 7.84%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024

SELL
$194.57 - $209.07 $389 - $418
-2 Reduced 0.16%
1,259 $255,000
Q4 2023

Jan 17, 2024

BUY
$175.13 - $191.99 $220,838 - $242,099
1,261 New
1,261 $240,000
Q1 2023

Apr 14, 2023

BUY
$184.07 - $195.02 $193,457 - $204,966
1,051 New
1,051 $203,000
Q2 2022

Jul 25, 2022

SELL
$177.06 - $208.31 $191,047 - $224,766
-1,079 Closed
0 $0
Q1 2022

Apr 26, 2022

BUY
$185.1 - $200.92 $199,722 - $216,792
1,079 New
1,079 $211,000
Q3 2021

Oct 12, 2021

SELL
$179.22 - $189.21 $206,640 - $218,159
-1,153 Closed
0 $0
Q4 2020

Jan 26, 2021

BUY
$159.52 - $175.0 $183,926 - $201,775
1,153 New
1,153 $201,000

Others Institutions Holding VDC

About VANGUARD CONSUMER STAPLES ETF


  • Ticker VDC
  • Sector ETFs
  • Industry ETFs
More about VDC
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