HWMA
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Heritage Wealth Management (Arizona)’s Vanguard Energy ETF VDE Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-80
Closed -$9K – 1062
2022
Q1 		$9K Buy
+80
New +$9K ﹤0.01% 730