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Vanguard Short-Term Bond ETF shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Vanguard Short-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Short-Term Bond ETF held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $21M 273k 75.17
2023-06-30 $21M 271k 75.57
2023-03-31 $20M 265k 76.49
2022-12-31 $19M 258k 75.28
2022-09-30 $20M 272k 74.82
2022-06-30 $21M 270k 76.79
2022-03-31 $21M 267k 77.90
2021-12-31 $7.0M 87k 80.83
2021-09-30 $7.5M 92k 81.94
2021-06-30 $7.3M 89k 82.16
2021-03-31 $7.6M 92k 82.19
2020-12-31 $9.6M 116k 82.90
2020-09-30 $463k 5.6k 83.06
2020-06-30 $574k 6.9k 83.13
2020-03-31 $838k 10k 82.21
2019-12-31 $21M 258k 80.61