Heritage Wealth Management (Ohio)’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.61M	Hold	53,000	–	–	0.52%	50
2025 Q1	$1.57M	Hold	53,000	–	–	0.53%	47
2024 Q4	$1.55M	Hold	53,000	–	–	0.52%	48
2024 Q3	$1.59M	Hold	53,000	–	–	0.52%	44
2024 Q2	$1.48M	Buy	+53,000	New	+$1.48M	0.5%	51