HWMA
VGSH icon

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

Heritage Wealth Management (Arizona)’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$9.25K Buy
160
+80
+100% +$4.62K ﹤0.01% 787
2022
Q3 		$5K Hold
80
– – ﹤0.01% 765
2022
Q2 		$4.71K Hold
80
– – ﹤0.01% 774
2022
Q1 		$5K Buy
+80
New +$4.81K ﹤0.01% 807

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 100% in Q4 2022, buying an estimated $4.62K and bringing the position to 160 shares worth $9.25K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Heritage Wealth Management (Arizona) first reported a position in VGSH in Q1 2022 and has held it in 4 quarters since. 732 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 160 shares of Vanguard Short-Term Treasury ETF worth $9.25K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 80 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $4.62K.
  • Vanguard Short-Term Treasury ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #787 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Short-Term Treasury ETF in Q1 2022 and has held it in 4 quarters since.
  • 732 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

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