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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$124K	Buy	+784	New	+$124K	0.02%	387
2022 Q3	–	Sell	-447	Closed	-$67K	–	1105
2022 Q2	$67K	Hold	447	–	–	0.02%	377
2022 Q1	$79K	Buy	+447	New	+$79K	0.02%	403