Heritage Oak Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,610	Closed	-$580K	–	90
2024 Q4	$580K	Buy	+5,610	New	+$580K	0.27%	40