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 $1.56T AUM 27.86% 1-Year Est. Return

Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return

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

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Creative Planning

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

Fisher Asset Management

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

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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