Heritage Wealth Management (Ohio)’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Buy	3,446 +95	+3%	+$28.9K	0.34%	75
2025 Q1	$921K	Buy	3,351 +69	+2%	+$19K	0.31%	82
2024 Q4	$951K	Buy	3,282 +630	+24%	+$183K	0.32%	80
2024 Q3	$751K	Sell	2,652 -310	-10%	-$87.8K	0.25%	103
2024 Q2	$806K	Buy	+2,962	New	+$806K	0.27%	94