Vanguard S&p 500 Etf idx shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $679k | 1.1k | 612.38 |
| 2025-06-30 | $544k | 957 | 568.03 |
| 2025-03-31 | $492k | 957 | 513.91 |
| 2024-12-31 | $516k | 957 | 538.81 |
| 2024-09-30 | $505k | 957 | 527.67 |
| 2024-06-30 | $479k | 957 | 500.13 |
| 2024-03-31 | $359k | 746 | 480.70 |
| 2023-12-31 | $326k | 746 | 436.80 |
| 2023-09-30 | $293k | 746 | 392.70 |
| 2023-06-30 | $304k | 746 | 407.28 |
| 2023-03-31 | $281k | 746 | 376.07 |
| 2022-12-31 | $720k | 2.1k | 351.34 |
| 2022-09-30 | $245k | 746 | 328.42 |
| 2022-06-30 | $324k | 933 | 347.27 |
| 2022-03-31 | $326k | 785 | 415.29 |