Heritage Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-38
Closed -$7.44K 595
2023
Q3
$7.44K Sell
38
-38
-50% -$7.44K ﹤0.01% 425
2023
Q2
$15.4K Buy
+76
New +$15.4K ﹤0.01% 411