Heartwood Wealth Advisors LLC's ownership history for VCSH

Heartwood Wealth Advisors LLC currently holds 6.2K shares with a market value of $494.3K. It started holding VCSH on 2025-03-31. At its peak, it held 6.2K shares on 2025-03-31. Its highest holding value was $494.3K on 2025-09-30. At its lowest, it held 6.2K shares on 2025-03-31, with a value of $488.2K on 2025-03-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 0.