Heartwood Wealth Advisors LLC's ownership history for VYM

Heartwood Wealth Advisors LLC currently holds 264.6K shares with a market value of $37.3M. It started holding VYM on 2024-09-30. At its peak, it held 265.7K shares on 2024-12-31. Its highest holding value was $37.3M on 2025-09-30. At its lowest, it held 255.4K shares on 2025-03-31, with a value of $32.9M on 2025-03-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 9.3K. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 1.0K.