Heritage Wealth Management (Ohio)’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Sell	34,435 -2,661	-7%	-$84.6K	0.35%	73
2025 Q1	$1.1M	Buy	37,096 +1,877	+5%	+$55.7K	0.37%	68
2024 Q4	$1.07M	Buy	35,219 +2,205	+7%	+$67.2K	0.36%	72
2024 Q3	$987K	Buy	33,014 +229	+0.7%	+$6.85K	0.32%	79
2024 Q2	$955K	Buy	+32,785	New	+$955K	0.32%	83