HWA
Heartwood Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.2M | Buy |
136,568
+857
| +0.6% | +$240K | 3.99% | 7 |
|
|
2025
Q1 | $35.1M | Sell |
135,711
-5,421
| -4% | -$1.4M | 4.01% | 7 |
|
|
2024
Q4 | $37.3M | Buy |
141,132
+1,476
| +1% | +$390K | 4.2% | 5 |
|
|
2024
Q3 | $36.8M | Buy |
139,656
+926
| +0.7% | +$244K | 4.08% | 5 |
|
|
2024
Q2 | $33.6M | Buy |
138,730
+1,107
| +0.8% | +$268K | 4.01% | 5 |
|
|
2024
Q1 | $34.4M | Sell |
137,623
-482
| -0.3% | -$120K | 4.23% | 5 |
|
|
2023
Q4 | $32.1M | Buy |
138,105
+1,935
| +1% | +$450K | 4.28% | 5 |
|
|
2023
Q3 | $28.4M | Buy |
136,170
+787
| +0.6% | +$164K | 4.18% | 5 |
|
|
2023
Q2 | $29.8M | Buy |
135,383
+2,706
| +2% | +$596K | 4.23% | 5 |
|
|
2023
Q1 | $28M | Buy |
132,677
+4,112
| +3% | +$867K | 4.17% | 5 |
|
|
2022
Q4 | $26.2M | Buy |
128,565
+4,335
| +3% | +$884K | 4.1% | 5 |
|
|
2022
Q3 | $23.4M | Buy |
124,230
+5,883
| +5% | +$1.11M | 4.04% | 5 |
|
|
2022
Q2 | $23.3M | Buy |
118,347
+3,572
| +3% | +$704K | 3.84% | 6 |
|
|
2022
Q1 | $27.3M | Sell |
114,775
-3,063
| -3% | -$729K | 4.07% | 5 |
|
|
2021
Q4 | $30M | Sell |
117,838
-569
| -0.5% | -$145K | 4.51% | 5 |
|
|
2021
Q3 | $28M | Buy |
118,407
+1,643
| +1% | +$389K | 4.36% | 5 |
|
|
2021
Q2 | $27.7M | Sell |
116,764
-1,149
| -1% | -$273K | 4.26% | 5 |
|
|
2021
Q1 | $26.1M | Sell |
117,913
-12,990
| -10% | -$2.88M | 4.19% | 5 |
|
|
2020
Q4 | $27.1M | Buy |
130,903
+1,745
| +1% | +$361K | 4.37% | 5 |
|
|
2020
Q3 | $22.8M | Sell |
129,158
-189,166
| -59% | -$33.3M | 4.35% | 6 |
|
|
2020
Q2 | $31M | Buy |
318,324
+156,207
| +96% | +$15.2M | 6.14% | 5 |
|
|
2020
Q1 | $21.3M | Sell |
162,117
-7,577
| -4% | -$998K | 5.12% | 6 |
|
|
2019
Q4 | $30.2M | Buy |
+169,694
| New | +$30.2M | 5.78% | 5 |
|