Heartwood Wealth Advisors LLC's ownership history for VBR

Heartwood Wealth Advisors LLC currently holds 15.3K shares with a market value of $3.2M. It started holding VBR on 2024-09-30. At its peak, it held 16.3K shares on 2024-09-30. Its highest holding value was $3.3M on 2024-09-30. At its lowest, it held 15.0K shares on 2025-03-31, with a value of $2.8M on 2025-03-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 265. In the recent year, Heartwood Wealth Advisors LLC has decreased its shares by 977.