Vanguard Total Stock Market ETF shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $276k | 975 | 283.16 |
| 2024-06-30 | $255k | 952 | 267.51 |
| 2024-03-31 | $225k | 865 | 259.90 |
| 2022-09-30 | $367k | 2.0k | 179.46 |
| 2022-06-30 | $386k | 2.0k | 188.75 |
| 2022-03-31 | $466k | 2.0k | 227.87 |
| 2021-12-31 | $556k | 2.3k | 241.53 |
| 2021-09-30 | $511k | 2.3k | 221.98 |
| 2021-06-30 | $443k | 2.0k | 222.84 |
| 2021-03-31 | $411k | 2.0k | 206.74 |
| 2020-12-31 | $376k | 1.9k | 194.82 |
| 2020-09-30 | $329k | 1.9k | 170.47 |
| 2020-06-30 | $302k | 1.9k | 156.48 |
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