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Heritage Wealth Management (Arizona)’s VanEck Intermediate Muni ETF ITM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-778
Closed -$37K – 1023
2022
Q1 		$37K Buy
+778
New +$38.3K 0.01% 510

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ITM Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2022, closing a stake of 778 shares — an estimated $37K sold.

Heritage Wealth Management (Arizona) first reported a position in ITM in Q1 2022 and held it in 1 quarter. The position peaked at $37K in Q1 2022. 169 funds tracked by Wall St. Rank hold ITM as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining VanEck Intermediate Muni ETF position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 778 VanEck Intermediate Muni ETF shares in Q2 2022, an estimated $37K.
  • Heritage Wealth Management (Arizona) first reported a position in VanEck Intermediate Muni ETF in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s VanEck Intermediate Muni ETF position peaked at $37K in Q1 2022.
  • 169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.