Heartwood Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Heartwood Wealth Advisors’s Portfolio VONE Stock Details VONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$42.5M	Sell
2025 Q2	$39.5M	Buy
2025 Q1	$35.6M	Buy
2024 Q4	$34M	Buy
2024 Q3	$32.9M	Sell
2024 Q2	$31.4M	Sell
2024 Q1	$30.5M	Buy