HWA
Heartwood Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Hold |
2,560
| – | – | 0.07% | 95 |
|
|
2025
Q1 | $645K | Hold |
2,560
| – | – | 0.07% | 91 |
|
|
2024
Q4 | $717K | Hold |
2,560
| – | – | 0.08% | 83 |
|
|
2024
Q3 | $684K | Hold |
2,560
| – | – | 0.08% | 86 |
|
|
2024
Q2 | $640K | Hold |
2,560
| – | – | 0.08% | 85 |
|
|
2024
Q1 | $667K | Hold |
2,560
| – | – | 0.08% | 80 |
|
|
2023
Q4 | $619K | Hold |
2,560
| – | – | 0.08% | 76 |
|
|
2023
Q3 | $548K | Hold |
2,560
| – | – | 0.08% | 78 |
|
|
2023
Q2 | $588K | Hold |
2,560
| – | – | 0.08% | 76 |
|
|
2023
Q1 | $554K | Hold |
2,560
| – | – | 0.08% | 77 |
|
|
2022
Q4 | $513K | Hold |
2,560
| – | – | 0.08% | 79 |
|
|
2022
Q3 | $500K | Hold |
2,560
| – | – | 0.09% | 67 |
|
|
2022
Q2 | $504K | Hold |
2,560
| – | – | 0.08% | 70 |
|
|
2022
Q1 | $635K | Hold |
2,560
| – | – | 0.09% | 58 |
|
|
2021
Q4 | $721K | Hold |
2,560
| – | – | 0.11% | 50 |
|
|
2021
Q3 | $717K | Hold |
2,560
| – | – | 0.11% | 48 |
|
|
2021
Q2 | $742K | Hold |
2,560
| – | – | 0.11% | 48 |
|
|
2021
Q1 | $703K | Hold |
2,560
| – | – | 0.11% | 45 |
|
|
2020
Q4 | $685K | Hold |
2,560
| – | – | 0.11% | 43 |
|
|
2020
Q3 | $550K | Hold |
2,560
| – | – | 0.11% | 42 |
|
|
2020
Q2 | $511K | Hold |
2,560
| – | – | 0.1% | 41 |
|
|
2020
Q1 | $385K | Hold |
2,560
| – | – | 0.09% | 45 |
|
|
2019
Q4 | $509K | Buy |
+2,560
| New | +$509K | 0.1% | 47 |
|