Heartwood Wealth Advisors LLC Vanguard Whitehall Fds Intl Hi Transaction History

Heartwood Wealth Advisors LLC

$879 Million
Q4 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 51,196 shares of VYMI stock, worth $3.79 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

51,196

Previous 51,032 0.32%

Holding current value

$3.79 Million

Previous $3.75 Million 7.23%

% of portfolio

0.4%

Previous 0.42%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$67.29 - $73.38 $11,035 - $12,034	164 Added 0.32%	51,196 $3.48 Million
Q3 2024 Oct 07, 2024	BUY	$66.31 - $74.08 $76,786 - $85,784	1,158 Added 2.32%	51,032 $3.75 Million
Q2 2024 Jul 09, 2024	BUY	$66.16 - $71.7 $57,559 - $62,379	870 Added 1.78%	49,874 $3.42 Million
Q1 2024 Apr 02, 2024	BUY	$64.37 - $68.92 $104,021 - $111,374	1,616 Added 3.41%	49,004 $3.37 Million
Q4 2023 Jan 17, 2024	SELL	$59.33 - $66.5 $1,423 - $1,596	-24 Reduced 0.05%	47,388 $3.15 Million
Q3 2023 Oct 17, 2023	SELL	$61.76 - $65.96 $211,219 - $225,583	-3,420 Reduced 6.73%	47,412 $2.93 Million
Q2 2023 Jul 19, 2023	BUY	$61.07 - $65.21 $178,935 - $191,065	2,930 Added 6.12%	50,832 $3.21 Million
Q1 2023 Apr 14, 2023	BUY	$59.15 - $64.67 $2.83 Million - $3.1 Million	47,902 New	47,902 $2.97 Million
Q2 2022 Jul 25, 2022	BUY	$58.27 - $68.4 $398,683 - $467,992	6,842 New	6,842 $402,000

Others Institutions Holding VYMI

# of Institutions

604

Shares Held

76.9M

Call Options Held

2.9K

Put Options Held

1.2K

View Full List

About VANGUARD WHITEHALL FDS INTL HI

Ticker VYMI
Sector ETFs
Industry ETFs

More about VYMI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Account

Heartwood Wealth Advisors LLC Vanguard Whitehall Fds Intl Hi Transaction History