Vanguard FTSE All Wld Ex USSml Cap shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard FTSE All Wld Ex USSml Cap
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Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $351k | 3.2k | 110.48 |
| 2023-03-31 | $387k | 3.5k | 109.24 |
| 2022-12-31 | $364k | 3.5k | 102.81 |
| 2022-09-30 | $333k | 3.6k | 92.86 |
| 2022-06-30 | $370k | 3.6k | 103.12 |
| 2022-03-31 | $427k | 3.4k | 124.02 |
| 2021-12-31 | $599k | 4.5k | 134.06 |
| 2021-09-30 | $597k | 4.5k | 133.62 |
| 2021-06-30 | $610k | 4.5k | 136.53 |
| 2021-03-31 | $574k | 4.5k | 128.47 |
| 2020-12-31 | $548k | 4.5k | 121.94 |
| 2020-09-30 | $473k | 4.5k | 105.25 |
| 2020-06-30 | $434k | 4.5k | 96.57 |
| 2020-03-31 | $352k | 4.5k | 78.33 |
| 2019-12-31 | $500k | 4.5k | 111.19 |
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