Heartwood Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$367K	Buy
2025 Q2	$295K	Sell
2025 Q1	$274K	Buy
2024 Q4	$275K	Buy
2024 Q3	$274K	Buy
2024 Q2	$243K	Buy
2024 Q1	$220K	Buy
2020 Q1	–	Sell
2019 Q4	$223K	Buy