HWMA
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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

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Betterment LLC
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return