Heritage Wealth Management (Ohio)’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.45M	Sell	5,179 -207	-4%	-$57.9K	0.47%	57
2025 Q1	$1.39M	Buy	5,386 +219	+4%	+$56.6K	0.47%	53
2024 Q4	$1.36M	Buy	5,167 +19	+0.4%	+$5.02K	0.45%	56
2024 Q3	$1.36M	Sell	5,148 -511	-9%	-$135K	0.45%	59
2024 Q2	$1.37M	Buy	+5,659	New	+$1.37M	0.46%	58