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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$39.5K	Buy	510 +380	+292%	+$29.2K	0.01%	539
2022 Q3	$10K	Sell	130 -2,583	-95%	-$207K	﹤0.01%	664
2022 Q2	$217K	Sell	2,713 -187	-6%	-$15.3K	0.07%	222
2022 Q1	$250K	Buy	+2,900	New	+$257K	0.07%	228
2021 Q3	$49K	Sell	516 -147	-22%	-$14K	0.02%	449
2021 Q2	$63K	Sell	663 -42	-6%	-$3.95K	0.02%	426
2021 Q1	$66K	Buy	+705	New	+$67K	0.04%	324

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 292% in Q4 2022, buying an estimated $29.2K and bringing the position to 510 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #539.

Heritage Wealth Management (Arizona) first reported a position in VCIT in Q1 2021 and has held it in 7 quarters since. The position peaked at $250K in Q1 2022. 896 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

Heritage Wealth Management (Arizona) held 510 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $39.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 380 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $29.2K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #539 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Vanguard Intermediate-Term Corporate Bond ETF position peaked at $250K in Q1 2022.
896 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

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