Heartwood Wealth Advisors LLC Vanguard Total World Stk Index Transaction History

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q4 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,837 shares of VT stock, worth $395,023. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,837
Previous 2,664 6.49%
Holding current value
$395,023
Previous $367,000 7.63%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$135.16 - $141.78 $23,382 - $24,527
173 Added 6.49%
2,837 $395,000
Q3 2025

Oct 06, 2025
BUY
$128.41 - $138.03 $47,254 - $50,795
368 Added 16.03%
2,664 $367,000
Q2 2025

Jul 08, 2025
SELL
$103.16 - $128.52 $6,808 - $8,482
-66 Reduced 2.79%
2,296 $295,000
Q1 2025

Apr 21, 2025
BUY
$115.08 - $123.97 $2,301 - $2,479
20 Added 0.85%
2,362 $273,000
Q4 2024

Jan 10, 2025
BUY
$117.09 - $123.07 $5,854 - $6,153
50 Added 2.18%
2,342 $275,000
Q3 2024

Oct 07, 2024
BUY
$107.72 - $119.96 $14,542 - $16,194
135 Added 6.26%
2,292 $274,000
Q2 2024

Jul 09, 2024
BUY
$104.94 - $113.51 $17,420 - $18,842
166 Added 8.34%
2,157 $242,000
Q1 2024

Apr 02, 2024
BUY
$100.68 - $110.5 $200,453 - $220,005
1,991 New
1,991 $220,000
Q1 2020

May 04, 2020
SELL
$54.48 - $83.17 $149,874 - $228,800
-2,751 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
$72.8 - $81.27 $200,272 - $223,573
2,751 New
2,751 $223,000

Others Institutions Holding VT

# of Institutions
1,230
Shares Held
119M
Call Options Held
251K
Put Options Held
87.2K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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