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

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return