Back to CHH

Heartwood Wealth Advisors LLC → CHH

Heartwood Wealth Advisors LLC CHH Position History

Choice Hotels International, Inc. • Consumer Cyclical

Quarters held
3
Latest value
$277K
Q3 2026
Peak value
$298K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$279K
Q2 2026$298K
Q3 2026$277K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$277K2.7K——
Q2 2026$298K2.7K——
Q1 2026$279K2.7K——

Other funds holding CHH

Other Heartwood Wealth Advisors LLC positions

VGES

VANGUARD MORNINGSTAR LARGE-CAP ETF

$132.4M
VGES

VANGUARD LARGE-CAP ETF

$129.7M
VGES

VANGUARD SMALL-CAP ETF

$116.2M
VGES

VANGUARD LARGE-CAP ETF

$112.7M
VGES

VANGUARD LARGE-CAP ETF

$109.2M
VGES

VANGUARD LARGE-CAP ETF

$108.9M
VGES

VANGUARD MORNINGSTAR SMALL-CAP ETF

$108.8M
VGES

VANGUARD SMALL-CAP ETF

$97.2M