Heartwood Wealth Advisors LLC Vanguard Total World Stk Index Transaction History

Heartwood Wealth Advisors LLC

$1.02 Billion
Q3 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 2,664 shares of VT stock, worth $370,935. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,664

Previous 2,296 16.03%

Holding current value

$370,935

Previous $295,000 24.41%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,217

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

Track This Portfolio

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.

Account

Heartwood Wealth Advisors LLC Vanguard Total World Stk Index Transaction History