Vanguard Scottsdale Fds cmn shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Scottsdale Fds cmn (VONE) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard Scottsdale Fds cmn
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Quarterly reported holdings in Vanguard Scottsdale Fds cmn by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $43M | 140k | 302.35 |
| 2025-06-30 | $40M | 141k | 280.86 |
| 2025-03-31 | $36M | 140k | 253.86 |
| 2024-12-31 | $34M | 127k | 266.72 |
| 2024-09-30 | $33M | 127k | 260.07 |
| 2024-06-30 | $31M | 128k | 246.07 |
| 2024-03-31 | $31M | 128k | 238.32 |