Heartwood Wealth Advisors LLC Vanguard Total World Stk Index Transaction History

Heartwood Wealth Advisors LLC

  • $879 Million
  • Q4 2024

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 2,342 shares of VT stock, worth $285,489. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,342
Previous 2,292 2.18%
Holding current value
$285,489
Previous $274,000 0.36%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,013
Shares Held
87M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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