Vanguard Energy ETF shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard Energy ETF
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Quarterly reported holdings in Vanguard Energy ETF by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $491k | 3.9k | 125.86 |
| 2025-06-30 | $465k | 3.9k | 119.12 |
| 2025-03-31 | $507k | 3.9k | 129.71 |
| 2024-12-31 | $474k | 3.9k | 121.31 |
| 2024-09-30 | $479k | 3.9k | 122.47 |
| 2024-06-30 | $498k | 3.9k | 127.57 |
| 2024-03-31 | $515k | 3.9k | 131.70 |
| 2023-12-31 | $474k | 4.0k | 117.28 |
| 2023-09-30 | $512k | 4.0k | 126.74 |
| 2023-06-30 | $456k | 4.0k | 112.89 |
| 2023-03-31 | $475k | 4.2k | 114.23 |
| 2022-12-31 | $647k | 5.3k | 121.28 |
| 2022-09-30 | $569k | 5.6k | 101.57 |
| 2022-06-30 | $557k | 5.6k | 99.43 |
| 2022-03-31 | $445k | 4.2k | 107.05 |
| 2021-12-31 | $323k | 4.2k | 77.70 |
| 2021-09-30 | $307k | 4.2k | 73.85 |
| 2021-06-30 | $304k | 4.0k | 75.87 |
| 2021-03-31 | $272k | 4.0k | 67.88 |
| 2019-12-31 | $208k | 2.6k | 81.38 |