HWMO
Heritage Wealth Management (Ohio)’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $904K | Sell |
3,816
-949
| -20% | -$225K | 0.29% | 88 |
|
|
2025
Q1 | $1.06M | Sell |
4,765
-424
| -8% | -$94K | 0.36% | 73 |
|
|
2024
Q4 | $1.25M | Buy |
5,189
+131
| +3% | +$31.5K | 0.41% | 62 |
|
|
2024
Q3 | $1.2M | Sell |
5,058
-325
| -6% | -$77.1K | 0.39% | 67 |
|
|
2024
Q2 | $1.17M | Buy |
+5,383
| New | +$1.17M | 0.39% | 69 |
|