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

Heritage Wealth Management (Arizona)’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$110K	Buy	1,466 +733	+100%	+$55K	0.02%	398
2022 Q3	$55K	Sell	733 -1	-0.1%	-$76	0.02%	389
2022 Q2	$56.4K	Sell	734 -41	-5%	-$3.16K	0.02%	398
2022 Q1	$60K	Buy	+775	New	+$61.5K	0.02%	445
2021 Q3	$64K	Sell	775 -77	-9%	-$6.33K	0.02%	416
2021 Q2	$70K	Sell	852 -70	-8%	-$5.76K	0.03%	401
2021 Q1	$76K	Buy	+922	New	+$76.1K	0.04%	292

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BSV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Vanguard Short-Term Bond ETF (BSV) stake by 100% in Q4 2022, buying an estimated $55K and bringing the position to 1,466 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #398.

Heritage Wealth Management (Arizona) first reported a position in BSV in Q1 2021 and has held it in 7 quarters since. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,466 shares of Vanguard Short-Term Bond ETF worth $110K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 733 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $55K.
Vanguard Short-Term Bond ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #398 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 7 quarters since.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.