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Heritage Wealth Management (Arizona)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-487
Closed -$37.8K – 1014
2022
Q2 		$37.8K Hold
487
– – 0.01% 460
2022
Q1 		$40K Buy
+487
New +$41.1K 0.01% 502

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UCFA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BIV Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 487 shares — an estimated $37.8K sold.

Heritage Wealth Management (Arizona) first reported a position in BIV in Q1 2022 and held it in 2 quarters. The position peaked at $40K in Q1 2022. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 487 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $37.8K.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Vanguard Intermediate-Term Bond ETF position peaked at $40K in Q1 2022.
  • 656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.