Heritage Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,363	Closed	-$2.25M	–	75
2024 Q4	$2.25M	Sell	9,363 -1,994	-18%	-$479K	2.82%	10
2024 Q3	$2.69M	Buy	+11,357	New	+$2.69M	3.17%	11