Heritage Wealth Management (California)’s Vanguard Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.6M	Buy
2025 Q1	$815K	Sell
2024 Q4	$838K	Buy
2024 Q3	$245K	Sell
2024 Q2	$237K	Sell
2024 Q1	$313K	Hold
2023 Q4	$288K	Buy