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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,241	Closed	-$208K	–	239
2024 Q3	$208K	Buy	+1,241	New	+$208K	0.07%	221