Heritage Wealth Management (Arizona)’s Vanguard Total World Stock ETF VT Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$239K	Buy
2022 Q4	$406K	Buy
2022 Q3	$186K	Hold
2022 Q2	$201K	Sell
2022 Q1	$242K	Buy
2021 Q3	$260K	Sell
2021 Q2	$294K	Buy