Heritage Wealth Management, LLC Incresed Positions in Q2 2024

Heritage Wealth Management, LLC

Stock	Shares change	Price Range	Shares Held
ABBV Abb Vie Inc. Healthcare	3.1K + 53.56%	$154.79 - $180.76 $480K - $561K	8.9K $1.53M
SHYG Ishares 0 5 Year High Yield CO ETFs	11K + 89.79%	$41.64 - $42.32 $458K - $465K	23.2K $981K
ZTS Zoetis Inc. Healthcare	2.13K + 65.28%	$145.54 - $178.83 $310K - $381K	5.39K $934K
VRIG Invesco Actively Managed ETF F ETFs	11.7K + 46.56%	$25.06 - $25.24 $293K - $295K	36.8K $925K
FLTR Vaneck ETF Tr Investment Grade ETFs	9.17K + 35.16%	$25.36 - $25.52 $232K - $234K	35.2K $899K
IWF Ishares Russell 1000 Gr ETF ETFs	162 + 18.84%	$316.15 - $367.33 $51.2K - $59.5K	1.02K $372K
SCHZ Schwab Us Aggregate Bond ETF ETFs	1.18K + 10.48%	$44.66 - $45.99 $52.6K - $54.1K	12.4K $565K
IUSB Ishares Core Total Usd Bond Ma ETFs	990 + 10.42%	$44.3 - $45.58 $43.9K - $45.1K	10.5K $474K
WFC Wells Fargo & Company Financial Services	19 + 0.15%	$56.41 - $62.34 $1.07K - $1.18K	12.8K $762K
VTI Vanguard Total Stock Market Et ETFs	21 + 2.41%	$245.23 - $269.4 $5.15K - $5.66K	891 $238K
AGG Ishares Core U.S. Aggregate Bo ETFs	729 + 1.07%	$95.11 - $97.92 $69.3K - $71.4K	69.1K $6.71M
XOM Exxon Mobil Corp Energy	14 + 0.58%	$108.36 - $122.2 $1.52K - $1.71K	2.42K $278K
VNQ Vanguard Specialized Funds Van ETFs	24 + 0.73%	$78.61 - $85.97 $1.89K - $2.06K	3.31K $277K
IJJ Ishares S&P Midcap 400 Value E ETFs	16 + 0.73%	$109.44 - $118.4 $1.75K - $1.89K	2.2K $250K

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