Heritage Wealth Management (Arizona)’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-46	Closed	-$9K	–	1104
2022 Q3	$9K	Sell	46 -199	-81%	-$38.9K	﹤0.01%	678
2022 Q2	$48.3K	Hold	245	–	–	0.02%	423
2022 Q1	$61K	Buy	+245	New	+$61K	0.02%	444