Heartwood Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History
Heartwood Wealth Advisors LLC
- $830 Million
- Q1 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 255,363 shares of VYM stock, worth $30.9 Million. This represents 3.97% of its overall portfolio holdings.
Number of Shares
255,363
Previous 265,737
3.9%
Holding current value
$30.9 Million
Previous $33.9 Million
2.87%
% of portfolio
3.97%
Previous 3.86%
Shares
22 transactions
Others Institutions Holding VYM
# of Institutions
1,970Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$1.83 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.66 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.18 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$874 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$683 Million0.3% of portfolio