A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 139,656 shares of VO stock, worth $37.4 Million. This represents 4.12% of its overall portfolio holdings.

Number of Shares
139,656
Previous 138,730 0.67%
Holding current value
$37.4 Million
Previous $33.6 Million 9.7%
% of portfolio
4.12%
Previous 4.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$237.84 - $263.83 $220,239 - $244,306
926 Added 0.67%
139,656 $36.8 Million
Q2 2024

Jul 09, 2024

BUY
$234.99 - $248.98 $260,133 - $275,620
1,107 Added 0.8%
138,730 $33.6 Million
Q1 2024

Apr 02, 2024

SELL
$225.86 - $249.86 $108,864 - $120,432
-482 Reduced 0.35%
137,623 $34.4 Million
Q4 2023

Jan 17, 2024

BUY
$195.66 - $233.95 $378,602 - $452,693
1,935 Added 1.42%
138,105 $32.1 Million
Q3 2023

Oct 17, 2023

BUY
$206.6 - $228.23 $162,594 - $179,617
787 Added 0.58%
136,170 $28.4 Million
Q2 2023

Jul 19, 2023

BUY
$203.43 - $220.16 $550,481 - $595,752
2,706 Added 2.04%
135,383 $29.8 Million
Q1 2023

Apr 14, 2023

BUY
$200.2 - $225.98 $823,222 - $929,229
4,112 Added 3.2%
132,677 $28 Million
Q4 2022

Jan 12, 2023

BUY
$186.57 - $217.26 $808,780 - $941,822
4,335 Added 3.49%
128,565 $0
Q3 2022

Oct 25, 2022

BUY
$187.98 - $227.42 $1.11 Million - $1.34 Million
5,883 Added 4.97%
124,230 $23.4 Million
Q2 2022

Jul 25, 2022

BUY
$190.36 - $240.41 $679,965 - $858,744
3,572 Added 3.11%
118,347 $23.3 Million
Q1 2022

Apr 26, 2022

SELL
$219.86 - $253.39 $673,431 - $776,133
-3,063 Reduced 2.6%
114,775 $27.3 Million
Q4 2021

Jan 12, 2022

SELL
$236.98 - $261.2 $134,841 - $148,622
-569 Reduced 0.48%
117,838 $30 Million
Q3 2021

Oct 12, 2021

BUY
$229.88 - $249.8 $377,692 - $410,421
1,643 Added 1.41%
118,407 $28 Million
Q2 2021

Jul 21, 2021

SELL
$223.23 - $238.25 $256,491 - $273,749
-1,149 Reduced 0.97%
116,764 $27.7 Million
Q1 2021

Apr 19, 2021

SELL
$203.74 - $225.89 $2.65 Million - $2.93 Million
-12,990 Reduced 9.92%
117,913 $26.1 Million
Q4 2020

Jan 26, 2021

BUY
$176.14 - $208.21 $307,364 - $363,326
1,745 Added 1.35%
130,903 $27.1 Million
Q3 2020

Oct 28, 2020

SELL
$164.39 - $185.0 $31.1 Million - $35 Million
-189,166 Reduced 59.43%
129,158 $22.8 Million
Q2 2020

Aug 05, 2020

BUY
$124.34 - $175.42 $19.4 Million - $27.4 Million
156,207 Added 96.35%
318,324 $31 Million
Q1 2020

May 04, 2020

SELL
$112.37 - $186.27 $851,427 - $1.41 Million
-7,577 Reduced 4.47%
162,117 $21.3 Million
Q4 2019

Jan 31, 2020

BUY
$162.13 - $178.73 $27.5 Million - $30.3 Million
169,694 New
169,694 $30.2 Million

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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