Heritage Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Heritage Trust’s Portfolio VO Stock Details VO 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	$252K	Buy
2019 Q4	–	Sell
2019 Q3	$819K	Sell
2019 Q2	$836K	Hold
2019 Q1	$804K	Buy
2018 Q4	$14K	Hold
2018 Q3	$17K	Hold
2018 Q2	$16K	Hold
2018 Q1	$16K	Hold
2017 Q4	$16K	Hold
2017 Q3	$15K	Buy