Heartwood Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$2.44M Sell
2016
Q2
$10.9M Sell
2016
Q1
$18.3M Sell
2015
Q4
$18.2M Buy