Heritage Oak Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio VTV Stock Details VTV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$202K	Sell
2025 Q2	$201K	Sell
2025 Q1	$230K	Sell
2024 Q4	$285K	Sell
2024 Q3	$1.72M	Buy
2024 Q2	$345K	Buy