Heritage Wealth Management (Arizona)’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$59.1K	Buy	1,298 +212	+20%	+$9.65K	0.01%	478
2022 Q3	$49K	Sell	1,086 -1,251	-54%	-$56.4K	0.02%	405
2022 Q2	$112K	Sell	2,337 -1,684	-42%	-$80.5K	0.04%	319
2022 Q1	$201K	Buy	+4,021	New	+$201K	0.05%	270