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Heritage Wealth Management (Ohio)’s Vanguard Consumer Staples ETF VDC Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$209K Hold
955
– – 0.07% 229
2025
Q1 		$209K Hold
955
– – 0.07% 216
2024
Q4 		$202K Buy
+955
New +$202K 0.07% 224