HWMA
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Heritage Wealth Management (Arizona)’s Vanguard Extended Market ETF VXF Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$307K Hold
1,818
– – 0.17% 117
2024
Q1 		$319K Hold
1,818
– – 0.16% 122
2023
Q4 		$299K Buy
+1,818
New +$267K 0.16% 119
2022
Q4 		$483K Buy
3,636
+1,818
+100% +$246K 0.07% 219
2022
Q3 		$231K Hold
1,818
– – 0.07% 196
2022
Q2 		$238K Hold
1,818
– – 0.08% 201
2022
Q1 		$301K Buy
+1,818
New +$299K 0.08% 193
2021
Q3 		$332K Sell
1,818
-176
-9% -$32.8K 0.12% 139
2021
Q2 		$376K Hold
1,994
– – 0.14% 118
2021
Q1 		$353K Buy
+1,994
New +$354K 0.2% 91

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