HWA
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Heritage Wealth Architects’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Heritage Wealth Architects’s Portfolio VBR Stock Details VBR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,577
Closed -$294K – 55
2025
Q1 		$294K Buy
+1,577
New +$294K 0.29% 26