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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$269K	Buy
2024 Q4	$273K	Buy