A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 384,725 shares of VV stock, worth $103 Million. This represents 11.32% of its overall portfolio holdings.

Number of Shares
384,725
Previous 382,041 0.7%
Holding current value
$103 Million
Previous $95.4 Million 6.22%
% of portfolio
11.32%
Previous 11.41%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$236.92 - $263.4 $635,893 - $706,965
2,684 Added 0.7%
384,725 $101 Million
Q2 2024

Jul 09, 2024

BUY
$227.27 - $251.65 $672,946 - $745,135
2,961 Added 0.78%
382,041 $95.4 Million
Q1 2024

Apr 02, 2024

SELL
$214.62 - $240.49 $6.9 Million - $7.73 Million
-32,136 Reduced 7.81%
379,080 $90.9 Million
Q4 2023

Jan 17, 2024

BUY
$188.0 - $219.17 $959,364 - $1.12 Million
5,103 Added 1.26%
411,216 $89.7 Million
Q3 2023

Oct 17, 2023

BUY
$195.09 - $209.59 $303,560 - $326,122
1,556 Added 0.38%
406,113 $79.5 Million
Q2 2023

Jul 19, 2023

BUY
$184.38 - $202.72 $1.21 Million - $1.33 Million
6,567 Added 1.65%
404,557 $82 Million
Q1 2023

Apr 14, 2023

BUY
$172.79 - $190.36 $2.68 Million - $2.95 Million
15,490 Added 4.05%
397,990 $74.3 Million
Q4 2022

Jan 12, 2023

BUY
$162.98 - $185.93 $3.26 Million - $3.72 Million
19,986 Added 5.51%
382,500 $0
Q3 2022

Oct 25, 2022

BUY
$163.56 - $196.95 $2.16 Million - $2.6 Million
13,222 Added 3.79%
362,514 $59.3 Million
Q2 2022

Jul 25, 2022

BUY
$167.29 - $210.78 $1.33 Million - $1.68 Million
7,975 Added 2.34%
349,292 $60.2 Million
Q1 2022

Apr 26, 2022

SELL
$191.25 - $221.63 $3.99 Million - $4.63 Million
-20,869 Reduced 5.76%
341,317 $71.2 Million
Q4 2021

Jan 12, 2022

SELL
$200.26 - $221.75 $372,683 - $412,676
-1,861 Reduced 0.51%
362,186 $80 Million
Q3 2021

Oct 12, 2021

BUY
$199.12 - $212.29 $652,516 - $695,674
3,277 Added 0.91%
364,047 $73.1 Million
Q2 2021

Jul 21, 2021

SELL
$187.36 - $200.75 $646,766 - $692,989
-3,452 Reduced 0.95%
360,770 $72.4 Million
Q1 2021

Apr 19, 2021

SELL
$173.39 - $186.2 $2.59 Million - $2.78 Million
-14,912 Reduced 3.93%
364,222 $67.5 Million
Q4 2020

Jan 26, 2021

BUY
$152.54 - $175.74 $415,061 - $478,188
2,721 Added 0.72%
379,134 $66.6 Million
Q3 2020

Oct 28, 2020

SELL
$144.11 - $166.66 $38.2 Million - $44.2 Million
-265,249 Reduced 41.34%
376,413 $58.9 Million
Q2 2020

Aug 05, 2020

BUY
$113.24 - $149.5 $30.8 Million - $40.7 Million
272,213 Added 73.68%
641,662 $54.8 Million
Q1 2020

May 04, 2020

SELL
$102.61 - $156.13 $3.73 Million - $5.68 Million
-36,385 Reduced 8.97%
369,449 $43.8 Million
Q4 2019

Jan 31, 2020

BUY
$132.26 - $148.31 $53.7 Million - $60.2 Million
405,834 New
405,834 $60 Million

Others Institutions Holding VV

About VANGUARD LARGE-CAP ETF


  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
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