Back to VGES
Heartwood Wealth Advisors LLC → VGES
Heartwood Wealth Advisors LLC VGES Position History
VGES
Quarters held
157
Latest value
$789K
Q3 2026
Peak value
$132.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $597K |
| Q3 2025 | $995K |
| Q3 2025 | $2.4M |
| Q3 2025 | $248K |
| Q3 2025 | $244K |
| Q3 2025 | $39K |
| Q3 2025 | $17.2M |
| Q3 2025 | $12K |
| Q3 2025 | $53.4M |
| Q3 2025 | $37.3M |
| Q3 2025 | $5M |
| Q3 2025 | $652K |
| Q3 2025 | $14K |
| Q3 2025 | $367K |
| Q3 2025 | $123K |
| Q3 2025 | $4.5M |
| Q3 2025 | $53K |
| Q3 2025 | $269K |
| Q3 2025 | $491K |
| Q3 2025 | $20K |
| Q3 2025 | $66K |
| Q3 2025 | $494K |
| Q3 2025 | $42.5M |
| Q3 2025 | $24K |
| Q3 2025 | $9.2M |
| Q3 2025 | $20.3M |
| Q3 2025 | $679K |
| Q3 2025 | $946K |
| Q3 2025 | $1.2M |
| Q3 2025 | $47K |
| Q3 2025 | $3.2M |
| Q3 2025 | $40.8M |
| Q3 2025 | $109.2M |
| Q3 2025 | $318K |
| Q3 2025 | $19.1M |
| Q3 2025 | $21M |
| Q3 2025 | $88.8M |
| Q3 2025 | $591K |
| Q4 2025 | $613K |
| Q4 2025 | $1M |
| Q4 2025 | $2.5M |
| Q4 2025 | $254K |
| Q4 2025 | $243K |
| Q4 2025 | $17.5M |
| Q4 2025 | $56.3M |
| Q4 2025 | $38.4M |
| Q4 2025 | $5.7M |
| Q4 2025 | $637K |
| Q4 2025 | $400K |
| Q4 2025 | $4.6M |
| Q4 2025 | $491K |
| Q4 2025 | $208K |
| Q4 2025 | $493K |
| Q4 2025 | $43.3M |
| Q4 2025 | $9.2M |
| Q4 2025 | $20.4M |
| Q4 2025 | $695K |
| Q4 2025 | $983K |
| Q4 2025 | $1.1M |
| Q4 2025 | $3.5M |
| Q4 2025 | $40.7M |
| Q4 2025 | $112.7M |
| Q4 2025 | $317K |
| Q4 2025 | $19.7M |
| Q4 2025 | $21.4M |
| Q4 2025 | $91M |
| Q4 2025 | $619K |
| Q1 2026 | $627K |
| Q1 2026 | $911K |
| Q1 2026 | $2.4M |
| Q1 2026 | $294K |
| Q1 2026 | $292K |
| Q1 2026 | $301K |
| Q1 2026 | $350K |
| Q1 2026 | $53.3M |
| Q1 2026 | $39.8M |
| Q1 2026 | $6.4M |
| Q1 2026 | $633K |
| Q1 2026 | $439K |
| Q1 2026 | $234K |
| Q1 2026 | $4.8M |
| Q1 2026 | $675K |
| Q1 2026 | $490K |
| Q1 2026 | $43.1M |
| Q1 2026 | $7.3M |
| Q1 2026 | $23.2M |
| Q1 2026 | $664K |
| Q1 2026 | $998K |
| Q1 2026 | $1M |
| Q1 2026 | $4.1M |
| Q1 2026 | $42.7M |
| Q1 2026 | $108.9M |
| Q1 2026 | $312K |
| Q1 2026 | $17.1M |
| Q1 2026 | $22.2M |
| Q1 2026 | $97.2M |
| Q1 2026 | $597K |
| Q2 2026 | $695K |
| Q2 2026 | $1.1M |
| Q2 2026 | $2.8M |
| Q2 2026 | $412K |
| Q2 2026 | $431K |
| Q2 2026 | $302K |
| Q2 2026 | $348K |
| Q2 2026 | $61.5M |
| Q2 2026 | $43.9M |
| Q2 2026 | $7M |
| Q2 2026 | $638K |
| Q2 2026 | $499K |
| Q2 2026 | $261K |
| Q2 2026 | $5.8M |
| Q2 2026 | $572K |
| Q2 2026 | $1.2M |
| Q2 2026 | $489K |
| Q2 2026 | $50.9M |
| Q2 2026 | $8.2M |
| Q2 2026 | $25.9M |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.3M |
| Q2 2026 | $1.2M |
| Q2 2026 | $5M |
| Q2 2026 | $49.9M |
| Q2 2026 | $129.7M |
| Q2 2026 | $374K |
| Q2 2026 | $20.2M |
| Q2 2026 | $24.6M |
| Q2 2026 | $116.2M |
| Q2 2026 | $688K |
| Q3 2026 | $691K |
| Q3 2026 | $1.2M |
| Q3 2026 | $2.8M |
| Q3 2026 | $387K |
| Q3 2026 | $388K |
| Q3 2026 | $294K |
| Q3 2026 | $331K |
| Q3 2026 | $60.9M |
| Q3 2026 | $43.1M |
| Q3 2026 | $7.2M |
| Q3 2026 | $473K |
| Q3 2026 | $259K |
| Q3 2026 | $5.8M |
| Q3 2026 | $656K |
| Q3 2026 | $1.3M |
| Q3 2026 | $51.5M |
| Q3 2026 | $7.8M |
| Q3 2026 | $24.5M |
| Q3 2026 | $1.5M |
| Q3 2026 | $1.3M |
| Q3 2026 | $1.1M |
| Q3 2026 | $4.8M |
| Q3 2026 | $48.5M |
| Q3 2026 | $132.4M |
| Q3 2026 | $351K |
| Q3 2026 | $21.1M |
| Q3 2026 | $24M |
| Q3 2026 | $108.8M |
| Q3 2026 | $789K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $789K | 2.1K | — | — |
| Q3 2026 | $108.8M | 382.5K | — | — |
| Q3 2026 | $24M | 111.2K | — | — |
| Q3 2026 | $21.1M | 234.1K | — | — |
| Q3 2026 | $351K | 1.5K | — | — |
| Q3 2026 | $132.4M | 376.2K | — | — |
| Q3 2026 | $48.5M | 619.0K | — | — |
| Q3 2026 | $4.8M | 20.7K | — | — |
| Q3 2026 | $1.1M | 3.9K | — | — |
| Q3 2026 | $1.3M | 6.8K | — | — |
| Q3 2026 | $1.5M | 2.2K | — | — |
| Q3 2026 | $24.5M | 517.2K | — | — |
| Q3 2026 | $7.8M | 82.1K | — | — |
| Q3 2026 | $51.5M | 149.7K | — | — |
| Q3 2026 | $1.3M | 10.0K | — | — |
| Q3 2026 | $656K | 3.8K | — | — |
| Q3 2026 | $5.8M | 98.0K | — | — |
| Q3 2026 | $259K | 3.1K | — | — |
| Q3 2026 | $473K | 3.0K | — | — |
| Q3 2026 | $7.2M | 71.3K | — | — |
| Q3 2026 | $43.1M | 277.4K | — | — |
| Q3 2026 | $60.9M | 862.7K | — | — |
| Q3 2026 | $331K | 4.5K | — | — |
| Q3 2026 | $294K | 3.0K | — | — |
| Q3 2026 | $388K | 2.8K | — | — |
| Q3 2026 | $387K | 3.5K | — | — |
| Q3 2026 | $2.8M | 10.1K | — | — |
| Q3 2026 | $1.2M | 12.8K | — | — |
| Q3 2026 | $691K | 8.1K | — | — |
| Q2 2026 | $688K | 1.9K | — | — |
| Q2 2026 | $116.2M | 383.3K | — | — |
| Q2 2026 | $24.6M | 112.9K | — | — |
| Q2 2026 | $20.2M | 234.6K | — | — |
| Q2 2026 | $374K | 1.5K | — | — |
| Q2 2026 | $129.7M | 377.1K | — | — |
| Q2 2026 | $49.9M | 619.6K | — | — |
| Q2 2026 | $5M | 20.6K | — | — |
| Q2 2026 | $1.2M | 3.9K | — | — |
| Q2 2026 | $1.3M | 6.8K | — | — |
| Q2 2026 | $1.5M | 2.1K | — | — |
| Q2 2026 | $25.9M | 513.0K | — | — |
| Q2 2026 | $8.2M | 81.4K | — | — |
| Q2 2026 | $50.9M | 150.4K | — | — |
| Q2 2026 | $489K | 6.2K | — | — |
| Q2 2026 | $1.2M | 10.0K | — | — |
| Q2 2026 | $572K | 3.8K | — | — |
| Q2 2026 | $5.8M | 97.6K | — | — |
| Q2 2026 | $261K | 3.1K | — | — |
| Q2 2026 | $499K | 3.2K | — | — |
| Q2 2026 | $638K | 13.2K | — | — |
| Q2 2026 | $7M | 71.0K | — | — |
| Q2 2026 | $43.9M | 277.8K | — | — |
| Q2 2026 | $61.5M | 863.7K | — | — |
| Q2 2026 | $348K | 4.5K | — | — |
| Q2 2026 | $302K | 3.0K | — | — |
| Q2 2026 | $431K | 2.8K | — | — |
| Q2 2026 | $412K | 3.5K | — | — |
| Q2 2026 | $2.8M | 10.1K | — | — |
| Q2 2026 | $1.1M | 12.4K | — | — |
| Q2 2026 | $695K | 8.1K | — | — |
| Q1 2026 | $597K | 1.9K | — | — |
| Q1 2026 | $97.2M | 371.1K | — | — |
| Q1 2026 | $22.2M | 113.0K | — | — |
| Q1 2026 | $17.1M | 39.1K | — | — |
| Q1 2026 | $312K | 1.5K | — | — |
| Q1 2026 | $108.9M | 364.5K | — | — |
| Q1 2026 | $42.7M | 148.8K | — | — |
| Q1 2026 | $4.1M | 18.7K | — | — |
| Q1 2026 | $1M | 4.0K | — | — |
| Q1 2026 | $998K | 5.4K | — | — |
| Q1 2026 | $664K | 1.1K | — | — |
| Q1 2026 | $23.2M | 465.9K | — | — |
| Q1 2026 | $7.3M | 72.6K | — | — |
| Q1 2026 | $43.1M | 146.1K | — | — |
| Q1 2026 | $490K | 6.2K | — | — |
| Q1 2026 | $675K | 3.9K | — | — |
| Q1 2026 | $4.8M | 89.7K | — | — |
| Q1 2026 | $234K | 3.1K | — | — |
| Q1 2026 | $439K | 3.2K | — | — |
| Q1 2026 | $633K | 13.2K | — | — |
| Q1 2026 | $6.4M | 68.3K | — | — |
| Q1 2026 | $39.8M | 268.9K | — | — |
| Q1 2026 | $53.3M | 832.3K | — | — |
| Q1 2026 | $350K | 4.5K | — | — |
| Q1 2026 | $301K | 3.0K | — | — |
| Q1 2026 | $292K | 2.3K | — | — |
| Q1 2026 | $294K | 2.9K | — | — |
| Q1 2026 | $2.4M | 10.1K | — | — |
| Q1 2026 | $911K | 2.5K | — | — |
| Q1 2026 | $627K | 8.1K | — | — |
| Q4 2025 | $619K | 1.8K | — | — |
| Q4 2025 | $91M | 352.9K | — | — |
| Q4 2025 | $21.4M | 112.2K | — | — |
| Q4 2025 | $19.7M | 40.3K | — | — |
| Q4 2025 | $317K | 1.5K | — | — |
| Q4 2025 | $112.7M | 357.9K | — | — |
| Q4 2025 | $40.7M | 140.2K | — | — |
| Q4 2025 | $3.5M | 16.7K | — | — |
| Q4 2025 | $1.1M | 4.0K | — | — |
| Q4 2025 | $983K | 5.5K | — | — |
| Q4 2025 | $695K | 1.1K | — | — |
| Q4 2025 | $20.4M | 406.2K | — | — |
| Q4 2025 | $9.2M | 91.1K | — | — |
| Q4 2025 | $43.3M | 140.1K | — | — |
| Q4 2025 | $493K | 6.2K | — | — |
| Q4 2025 | $208K | 276 | — | — |
| Q4 2025 | $491K | 3.9K | — | — |
| Q4 2025 | $4.6M | 86.3K | — | — |
| Q4 2025 | $400K | 2.8K | — | — |
| Q4 2025 | $637K | 13.2K | — | — |
| Q4 2025 | $5.7M | 63.6K | — | — |
| Q4 2025 | $38.4M | 267.8K | — | — |
| Q4 2025 | $56.3M | 901.3K | — | — |
| Q4 2025 | $17.5M | 224.4K | — | — |
| Q4 2025 | $243K | 2.0K | — | — |
| Q4 2025 | $254K | 2.6K | — | — |
| Q4 2025 | $2.5M | 10.1K | — | — |
| Q4 2025 | $1M | 2.5K | — | — |
| Q4 2025 | $613K | 8.1K | — | — |
| Q3 2025 | $591K | 1.8K | — | — |
| Q3 2025 | $88.8M | 349.1K | — | — |
| Q3 2025 | $21M | 112.6K | — | — |
| Q3 2025 | $19.1M | 39.9K | — | — |
| Q3 2025 | $318K | 1.5K | — | — |
| Q3 2025 | $109.2M | 354.7K | — | — |
| Q3 2025 | $40.8M | 139.0K | — | — |
| Q3 2025 | $3.2M | 15.3K | — | — |
| Q3 2025 | $47K | 515 | — | — |
| Q3 2025 | $1.2M | 4.0K | — | — |
| Q3 2025 | $946K | 5.4K | — | — |
| Q3 2025 | $679K | 1.1K | — | — |
| Q3 2025 | $20.3M | 404.5K | — | — |
| Q3 2025 | $9.2M | 91.6K | — | — |
| Q3 2025 | $24K | 423 | — | — |
| Q3 2025 | $42.5M | 140.4K | — | — |
| Q3 2025 | $494K | 6.2K | — | — |
| Q3 2025 | $66K | 352 | — | — |
| Q3 2025 | $20K | 100 | — | — |
| Q3 2025 | $491K | 3.9K | — | — |
| Q3 2025 | $269K | 1.3K | — | — |
| Q3 2025 | $53K | 670 | — | — |
| Q3 2025 | $4.5M | 82.6K | — | — |
| Q3 2025 | $123K | 1.7K | — | — |
| Q3 2025 | $367K | 2.7K | — | — |
| Q3 2025 | $14K | 97 | — | — |
| Q3 2025 | $652K | 13.2K | — | — |
| Q3 2025 | $5M | 59.2K | — | — |
| Q3 2025 | $37.3M | 264.6K | — | — |
| Q3 2025 | $53.4M | 891.7K | — | — |
| Q3 2025 | $12K | 150 | — | — |
| Q3 2025 | $17.2M | 220.2K | — | — |
| Q3 2025 | $39K | 350 | — | — |
| Q3 2025 | $244K | 2.0K | — | — |
| Q3 2025 | $248K | 2.6K | — | — |
| Q3 2025 | $2.4M | 9.8K | — | — |
| Q3 2025 | $995K | 2.5K | — | — |
| Q3 2025 | $597K | 8.1K | — | — |
Other funds holding VGES
Other Heartwood Wealth Advisors LLC positions
HODL
$59.4MVANECK JUNIOR GOLD MINERS ETF
SCHW-PJ
$55.3MSCHWAB EMERGING MARKETS EQUITY ETF
SCHW-PJ
$55.1MSCHWAB EMERGING MARKETS EQUITY ETF
HODL
$52MVANECK JUNIOR GOLD MINERS ETF
SCHW-PJ
$51.4MSCHWAB EMERGING MARKETS EQUITY ETF
SCHW-PJ
$50.7MSCHWAB EMERGING MARKETS EQUITY ETF
SCHW-PJ
$48.5MSCHWAB EMERGING MARKETS EQUITY ETF
HODL
$35.8MVANECK JUNIOR GOLD MINERS ETF