HWMA
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Heritage Wealth Management (Arizona)’s Vanguard Mid-Cap ETF VO Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-201
Closed -$48K – 932
2021
Q2 		$48K Buy
201
+170
+548% +$40.6K 0.02% 457
2021
Q1 		$7K Buy
+31
New +$7K ﹤0.01% 616