Vanguard High Dividend Yield ETF shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard High Dividend Yield ETF
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Quarterly reported holdings in Vanguard High Dividend Yield ETF by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $28M | 249k | 111.63 |
| 2023-09-30 | $26M | 249k | 103.32 |
| 2023-06-30 | $26M | 247k | 106.07 |
| 2023-03-31 | $25M | 241k | 105.50 |
| 2022-12-31 | $23M | 215k | 108.21 |
| 2022-09-30 | $22M | 228k | 94.88 |
| 2022-06-30 | $23M | 221k | 101.70 |
| 2022-03-31 | $25M | 223k | 112.25 |
| 2021-12-31 | $27M | 241k | 112.10 |
| 2021-09-30 | $25M | 240k | 103.35 |
| 2021-06-30 | $25M | 239k | 104.77 |
| 2021-03-31 | $24M | 241k | 101.09 |
| 2020-12-31 | $22M | 242k | 91.51 |
| 2020-09-30 | $19M | 236k | 80.93 |
| 2020-06-30 | $19M | 315k | 59.54 |
| 2020-03-31 | $14M | 195k | 70.75 |
| 2019-12-31 | $2.2M | 23k | 93.70 |
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