Heritage Wealth Management (Ohio)’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$214K	Buy	4,225 +300	+8%	+$15.2K	0.07%	224
2025 Q1	$202K	Hold	3,925	–	–	0.07%	223
2024 Q4	$210K	Buy	+3,925	New	+$210K	0.07%	217