HWA
Heartwood Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Hold |
4,005
| – | – | 0.12% | 73 |
|
|
2025
Q1 | $980K | Sell |
4,005
-1
| -0% | -$245 | 0.11% | 72 |
|
|
2024
Q4 | $1.02M | Hold |
4,006
| – | – | 0.11% | 65 |
|
|
2024
Q3 | $975K | Sell |
4,006
-13
| -0.3% | -$3.17K | 0.11% | 68 |
|
|
2024
Q2 | $923K | Hold |
4,019
| – | – | 0.11% | 69 |
|
|
2024
Q1 | $948K | Hold |
4,019
| – | – | 0.12% | 61 |
|
|
2023
Q4 | $882K | Hold |
4,019
| – | – | 0.12% | 56 |
|
|
2023
Q3 | $783K | Hold |
4,019
| – | – | 0.12% | 59 |
|
|
2023
Q2 | $827K | Sell |
4,019
-2
| -0% | -$412 | 0.12% | 63 |
|
|
2023
Q1 | $784K | Buy |
4,021
+13
| +0.3% | +$2.53K | 0.12% | 60 |
|
|
2022
Q4 | $720K | Buy |
4,008
+1,271
| +46% | +$228K | 0.11% | 58 |
|
|
2022
Q3 | $467K | Sell |
2,737
-85
| -3% | -$14.5K | 0.08% | 72 |
|
|
2022
Q2 | $495K | Hold |
2,822
| – | – | 0.08% | 71 |
|
|
2022
Q1 | $629K | Sell |
2,822
-50
| -2% | -$11.1K | 0.09% | 60 |
|
|
2021
Q4 | $731K | Hold |
2,872
| – | – | 0.11% | 48 |
|
|
2021
Q3 | $679K | Buy |
2,872
+85
| +3% | +$20.1K | 0.11% | 49 |
|
|
2021
Q2 | $659K | Hold |
2,787
| – | – | 0.1% | 51 |
|
|
2021
Q1 | $598K | Hold |
2,787
| – | – | 0.1% | 52 |
|
|
2020
Q4 | $591K | Hold |
2,787
| – | – | 0.1% | 47 |
|
|
2020
Q3 | $502K | Hold |
2,787
| – | – | 0.1% | 45 |
|
|
2020
Q2 | $460K | Hold |
2,787
| – | – | 0.09% | 48 |
|
|
2020
Q1 | $353K | Sell |
2,787
-25
| -0.9% | -$3.17K | 0.08% | 48 |
|
|
2019
Q4 | $446K | Buy |
+2,812
| New | +$446K | 0.09% | 53 |
|