Heritage Wealth Management (Ohio)’s Vanguard Extended Market ETF VXF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,690	Closed	-$321K	–	238
2024 Q4	$321K	Hold	1,690	–	–	0.11%	180
2024 Q3	$308K	Hold	1,690	–	–	0.1%	182
2024 Q2	$284K	Buy	+1,690	New	+$284K	0.1%	185