HWA
Heartwood Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.5M | Buy |
140,494
+302
| +0.2% | +$84.8K | 4.12% | 6 |
|
|
2025
Q1 | $35.6M | Buy |
140,192
+12,766
| +10% | +$3.24M | 4.06% | 6 |
|
|
2024
Q4 | $34M | Buy |
127,426
+910
| +0.7% | +$243K | 3.83% | 7 |
|
|
2024
Q3 | $32.9M | Sell |
126,516
-934
| -0.7% | -$243K | 3.64% | 9 |
|
|
2024
Q2 | $31.4M | Sell |
127,450
-615
| -0.5% | -$151K | 3.75% | 6 |
|
|
2024
Q1 | $30.5M | Buy |
+128,065
| New | +$30.5M | 3.76% | 8 |
|