Heritage Wealth Management (Ohio)’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$258K	Sell	3,972 -450	-10%	-$29.3K	0.08%	199
2025 Q1	$290K	Hold	4,422	–	–	0.1%	188
2024 Q4	$299K	Hold	4,422	–	–	0.1%	185
2024 Q3	$306K	Sell	4,422 -395	-8%	-$27.4K	0.1%	183
2024 Q2	$294K	Buy	+4,817	New	+$294K	0.1%	180