Heartwood Wealth Advisors LLC Vanguard Russell 2000 Growth E Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q4 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Russell 2000 Growth E stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 1,019 shares of VTWG stock, worth $232,158. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,019
Previous 763
33.55%
Holding current value
$232,158
Previous $178,000
30.34%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VTWG
# of Institutions
189Shares Held
2.43MCall Options Held
200Put Options Held
2.1K-
Bank Of America Corp Charlotte, NC304KShares$69.2 Million0.0% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ178KShares$40.5 Million0.16% of portfolio
-
Morgan Stanley New York, NY122KShares$27.8 Million0.0% of portfolio
-
Assetmark, Inc114KShares$26.1 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ106KShares$24.2 Million0.04% of portfolio