Heritage Oak Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,350	Closed	-$610K	–	187
2024 Q3	$610K	Buy	+3,350	New	+$610K	0.28%	59