Vanguard Small-Cap Growth ETF shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard Small-Cap Growth ETF
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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $685k | 2.6k | 267.37 |
| 2024-06-30 | $640k | 2.6k | 250.13 |
| 2024-03-31 | $667k | 2.6k | 260.72 |
| 2023-12-31 | $619k | 2.6k | 241.77 |
| 2023-09-30 | $548k | 2.6k | 214.18 |
| 2023-06-30 | $588k | 2.6k | 229.74 |
| 2023-03-31 | $554k | 2.6k | 216.41 |
| 2022-12-31 | $513k | 2.6k | 200.54 |
| 2022-09-30 | $500k | 2.6k | 195.31 |
| 2022-06-30 | $504k | 2.6k | 196.88 |
| 2022-03-31 | $635k | 2.6k | 248.05 |
| 2021-12-31 | $721k | 2.6k | 281.64 |
| 2021-09-30 | $717k | 2.6k | 280.08 |
| 2021-06-30 | $742k | 2.6k | 289.84 |
| 2021-03-31 | $703k | 2.6k | 274.61 |
| 2020-12-31 | $685k | 2.6k | 267.58 |
| 2020-09-30 | $550k | 2.6k | 214.84 |
| 2020-06-30 | $511k | 2.6k | 199.61 |
| 2020-03-31 | $385k | 2.6k | 150.39 |
| 2019-12-31 | $509k | 2.6k | 198.83 |
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