Heritage Wealth Management (Arizona)’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$238K	Buy
2024 Q1	$226K	Buy
2022 Q4	$7.76M	Buy
2022 Q3	$4.41M	Sell
2022 Q2	$5.52M	Sell
2022 Q1	$7.21M	Buy
2021 Q3	$124K	Buy
2021 Q2	$117K	Buy