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Heritage Oak Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio VOX Stock Details VOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,351
Closed -$487K – 184
2024
Q3 		$487K Buy
+3,351
New +$487K 0.22% 66