Heritage Financial Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,260	Closed	-$250K	–	130
2024 Q4	$250K	Buy	+1,260	New	+$250K	0.03%	99