Heartwood Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History

Heartwood Wealth Advisors LLC

$879 Million
Q4 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 989 shares of VTI stock, worth $268,197. This represents 0.03% of its overall portfolio holdings.

Number of Shares

989

Previous 975 1.44%

Holding current value

$268,197

Previous $276,000 3.62%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$280.04 - $302.45 $3,920 - $4,234	14 Added 1.44%	989 $286,000
Q3 2024 Oct 07, 2024	BUY	$255.18 - $283.2 $5,869 - $6,513	23 Added 2.42%	975 $276,000
Q2 2024 Jul 09, 2024	BUY	$245.23 - $269.4 $21,335 - $23,437	87 Added 10.06%	952 $254,000
Q1 2024 Apr 02, 2024	BUY	$232.77 - $260.14 $201,346 - $225,021	865 New	865 $224,000
Q1 2022 Apr 26, 2022	SELL	$209.9 - $242.97 $53,944 - $62,443	-257 Reduced 11.16%	2,045 $466,000
Q3 2021 Oct 12, 2021	BUY	$219.23 - $234.37 $68,838 - $73,592	314 Added 15.79%	2,302 $511,000
Q1 2021 Apr 19, 2021	BUY	$191.87 - $208.85 $11,128 - $12,113	58 Added 3.01%	1,988 $411,000
Q2 2020 Aug 05, 2020	BUY	$122.96 - $164.1 $237,312 - $316,713	1,930 New	1,930 $302,000

Others Institutions Holding VTI

# of Institutions

3,379

Shares Held

454M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Heartwood Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History