Vanguard Mid-Cap Growth ETF shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard Mid-Cap Growth ETF
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Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $975k | 4.0k | 243.47 |
| 2024-06-30 | $923k | 4.0k | 229.56 |
| 2024-03-31 | $948k | 4.0k | 235.79 |
| 2023-12-31 | $883k | 4.0k | 219.57 |
| 2023-09-30 | $783k | 4.0k | 194.77 |
| 2023-06-30 | $827k | 4.0k | 205.77 |
| 2023-03-31 | $784k | 4.0k | 194.89 |
| 2022-12-31 | $721k | 4.0k | 179.76 |
| 2022-09-30 | $467k | 2.7k | 170.62 |
| 2022-06-30 | $495k | 2.8k | 175.41 |
| 2022-03-31 | $629k | 2.8k | 222.89 |
| 2021-12-31 | $731k | 2.9k | 254.53 |
| 2021-09-30 | $679k | 2.9k | 236.42 |
| 2021-06-30 | $659k | 2.8k | 236.46 |
| 2021-03-31 | $598k | 2.8k | 214.57 |
| 2020-12-31 | $591k | 2.8k | 212.06 |
| 2020-09-30 | $502k | 2.8k | 180.12 |
| 2020-06-30 | $460k | 2.8k | 165.05 |
| 2020-03-31 | $353k | 2.8k | 126.66 |
| 2019-12-31 | $446k | 2.8k | 158.61 |