Heartwood Wealth Advisors LLC's ownership history for VB

Heartwood Wealth Advisors LLC currently holds 349.1K shares with a market value of $88.8M. It started holding VB on 2024-09-30. At its peak, it held 357.0K shares on 2024-12-31. Its highest holding value was $88.8M on 2025-09-30. At its lowest, it held 341.2K shares on 2025-03-31, with a value of $75.7M on 2025-03-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 7.9K. In the recent year, Heartwood Wealth Advisors LLC has decreased its shares by 4.4K.