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

Heritage Wealth Management (Arizona)’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$96.6K Buy
1,568
+296
+23% +$18.4K 0.01% 416
2022
Q3 		$80K Sell
1,272
-181
-12% -$12.5K 0.03% 350
2022
Q2 		$102K Sell
1,453
-873
-38% -$62.7K 0.03% 331
2022
Q1 		$187K Buy
+2,326
New +$194K 0.05% 283

Other funds holding VGLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 23% in Q4 2022, buying an estimated $18.4K and bringing the position to 1,568 shares worth $96.6K. The position accounts for 0.01% of the portfolio, ranked #416.

Heritage Wealth Management (Arizona) first reported a position in VGLT in Q1 2022 and has held it in 4 quarters since. The position peaked at $187K in Q1 2022. 236 funds tracked by Wall St. Rank hold VGLT as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,568 shares of Vanguard Long-Term Treasury ETF worth $96.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 296 Vanguard Long-Term Treasury ETF shares in Q4 2022, an estimated $18.4K.
  • Vanguard Long-Term Treasury ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #416 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Long-Term Treasury ETF in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Vanguard Long-Term Treasury ETF position peaked at $187K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2022.

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