Heritage Wealth Management (California)’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Heritage Wealth Management (California)’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.04M	Sell
2025 Q1	$1.87M	Buy
2024 Q4	$1.96M	Buy
2024 Q3	$998K	Sell
2024 Q2	$965K	Buy
2024 Q1	$994K	Sell
2023 Q4	$1.05M	Buy