Heritage Wealth Management (Arizona)’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$926K	Buy	36,829 +11,700	+47%	+$294K	0.51%	46
2024 Q1	$630K	Buy	25,129 +1,573	+7%	+$39.5K	0.32%	69
2023 Q4	$589K	Buy	+23,556	New	+$589K	0.32%	73