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Heritage Wealth Management (Ohio)’s Vanguard Value ETF VTV Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$253K Sell
1,434
-85
-6% -$15K 0.08% 204
2025
Q1 		$262K Buy
+1,519
New +$262K 0.09% 198