Heritage Wealth Management (Arizona)’s VanEck Short Muni ETF SMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$20.8K	Buy	1,230 +615	+100%	+$10.3K	﹤0.01%	655
2022 Q3	$10K	Hold	615	–	–	﹤0.01%	658
2022 Q2	$10.5K	Hold	615	–	–	﹤0.01%	659
2022 Q1	$11K	Buy	+615	New	+$10.8K	﹤0.01%	698
2021 Q3	$14K	Hold	783	–	–	0.01%	612
2021 Q2	$14K	Sell	783 -20	-2%	-$361	0.01%	615
2021 Q1	$14K	Buy	+803	New	+$14.5K	0.01%	542

Other funds holding SMB

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its VanEck Short Muni ETF (SMB) stake by 100% in Q4 2022, buying an estimated $10.3K and bringing the position to 1,230 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Heritage Wealth Management (Arizona) first reported a position in SMB in Q1 2021 and has held it in 7 quarters since. 108 funds tracked by Wall St. Rank hold SMB as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,230 shares of VanEck Short Muni ETF worth $20.8K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 615 VanEck Short Muni ETF shares in Q4 2022, an estimated $10.3K.
VanEck Short Muni ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #655 holding.
Heritage Wealth Management (Arizona) first reported a position in VanEck Short Muni ETF in Q1 2021 and has held it in 7 quarters since.
108 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2022.

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