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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$119K	Buy	1,589 +821	+107%	+$61.4K	0.02%	392
2022 Q3	$57K	Hold	768	–	–	0.02%	387
2022 Q2	$58.6K	Sell	768 -52	-6%	-$4K	0.02%	391
2022 Q1	$64K	Buy	+820	New	+$65.2K	0.02%	435
2021 Q3	$74K	Sell	895 -66	-7%	-$5.45K	0.03%	395
2021 Q2	$79K	Sell	961 -59	-6%	-$4.88K	0.03%	384
2021 Q1	$84K	Buy	+1,020	New	+$84.5K	0.05%	276

Other funds holding VCSH

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

AWA

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JSTA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

Heritage Wealth Management (Arizona) increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 107% in Q4 2022, buying an estimated $61.4K and bringing the position to 1,589 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #392.

Heritage Wealth Management (Arizona) first reported a position in VCSH in Q1 2021 and has held it in 7 quarters since. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,589 shares of Vanguard Short-Term Corporate Bond ETF worth $119K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 821 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $61.4K.
Vanguard Short-Term Corporate Bond ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #392 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

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