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Vanguard Int High Dvd Yld In exchange traded funds shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Vanguard Int High Dvd Yld In exchange traded funds (VYMI) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Vanguard Int High Dvd Yld In exchange traded funds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Int High Dvd Yld In exchange traded funds held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Int High Dvd Yld In exchange traded funds by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 47k 66.49
2023-09-30 $2.9M 47k 61.89
2023-06-30 $3.2M 51k 63.20
2023-03-31 $3.0M 48k 61.95
2022-06-30 $402k 6.8k 58.75

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Heartwood Wealth Advisors

Top funds holding Vanguard Int High Dvd Yld In exchange traded funds

Bank of America Corporation
Jane Street
Orgel Wealth Management
Wells Fargo & Company
Charles Schwab Investment Advisory
Mountain Capital Investment Advisors
UBS Group
Royal Bank of Canada
Confluence Wealth Services
CWM
Raymond James Financial Services Advisors
Sageworth Trust Company
State of Wisconsin - Board of Commissioners of Public Lands
Creative Planning
Bank Of Hawaii

View all funds holding Vanguard Int High Dvd Yld In exchange traded funds