Heritage Oak Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,829
Closed -$361K 182
2024
Q3
$361K Buy
+6,829
New +$361K 0.17% 91