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Heritage Wealth Management (Arizona)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$39.6K Buy
678
+339
+100% +$19.8K 0.01% 538
2022
Q3 		$20K Buy
339
+57
+20% +$3.46K 0.01% 534
2022
Q2 		$17.2K Sell
282
-70
-20% -$4.29K 0.01% 564
2022
Q1 		$22K Buy
+352
New +$22.8K 0.01% 582
2021
Q3 		$24K Sell
352
-30
-8% -$2.04K 0.01% 536
2021
Q2 		$26K Sell
382
-39
-9% -$2.64K 0.01% 526
2021
Q1 		$28K Buy
+421
New +$28.8K 0.02% 454

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $391M AUM 18.18% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 100% in Q4 2022, buying an estimated $19.8K and bringing the position to 678 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #538.

Heritage Wealth Management (Arizona) first reported a position in VGIT in Q1 2021 and has held it in 7 quarters since. 494 funds tracked by Wall St. Rank hold VGIT as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 678 shares of Vanguard Intermediate-Term Treasury ETF worth $39.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 339 Vanguard Intermediate-Term Treasury ETF shares in Q4 2022, an estimated $19.8K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #538 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and has held it in 7 quarters since.
  • 494 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2022.

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