Heritage Wealth Management (Arizona)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$3.35M	Buy	79,721 +31,603	+66%	+$1.28M	0.48%	40
2022 Q3	$1.75M	Sell	48,118 -9,199	-16%	-$375K	0.56%	37
2022 Q2	$2.34M	Sell	57,317 -12,728	-18%	-$566K	0.78%	20
2022 Q1	$3.36M	Buy	+70,045	New	+$3.41M	0.91%	17
2021 Q3	$780K	Sell	15,439 -8,318	-35%	-$433K	0.28%	67
2021 Q2	$1.22M	Sell	23,757 -8,647	-27%	-$446K	0.46%	45
2021 Q1	$1.59M	Buy	+32,404	New	+$1.58M	0.9%	21

Other funds holding VEA

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 66% in Q4 2022, buying an estimated $1.28M and bringing the position to 79,721 shares worth $3.35M. The position accounts for 0.48% of the portfolio, ranked #40.

Heritage Wealth Management (Arizona) first reported a position in VEA in Q1 2021 and has held it in 7 quarters since. The position peaked at $3.36M in Q1 2022. 1,855 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

Heritage Wealth Management (Arizona) held 79,721 shares of Vanguard FTSE Developed Markets ETF worth $3.35M as of Q4 2022.
Heritage Wealth Management (Arizona) bought 31,603 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $1.28M.
Vanguard FTSE Developed Markets ETF made up 0.48% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #40 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Vanguard FTSE Developed Markets ETF position peaked at $3.36M in Q1 2022.
1,855 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

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