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Vanguard Extended Duration ETF shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Vanguard Extended Duration ETF (EDV) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Vanguard Extended Duration ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Extended Duration 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 Extended Duration ETF by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.1M 44k 70.03
2023-06-30 $3.8M 44k 87.07
2023-03-31 $3.5M 39k 90.54
2022-12-31 $5.0M 61k 82.83