Heritage Family Offices’s Vanguard Russell 1000 ETF VONE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$253K	Hold	1,002	–	–	0.13%	145
2025 Q1	$254K	Hold	1,002	–	–	0.13%	142
2024 Q4	$267K	Hold	1,002	–	–	0.13%	141
2024 Q3	$261K	Hold	1,002	–	–	0.13%	146
2024 Q2	$247K	Buy	+1,002	New	+$247K	0.14%	142