Heritage Wealth Management (Arizona)’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$3.15K	Buy	36 +34	+1,700%	+$3.02K	﹤0.01%	932
2022 Q3	$0	Sell	2 -502	-100%	-$44.9K	﹤0.01%	1106
2022 Q2	$42.8K	Hold	504	–	–	0.01%	446
2022 Q1	$50K	Buy	+504	New	+$49.9K	0.01%	475
2021 Q3	$51K	Hold	504	–	–	0.02%	443
2021 Q2	$52K	Sell	504 -66	-12%	-$6.75K	0.02%	446
2021 Q1	$57K	Buy	+570	New	+$54.5K	0.03%	357

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 1,700% in Q4 2022, buying an estimated $3.02K and bringing the position to 36 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Heritage Wealth Management (Arizona) first reported a position in VIOO in Q1 2021 and has held it in 7 quarters since. The position peaked at $57K in Q1 2021. 242 funds tracked by Wall St. Rank hold VIOO as of Q4 2022.

Heritage Wealth Management (Arizona) held 36 shares of Vanguard S&P Small-Cap 600 ETF worth $3.15K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 34 Vanguard S&P Small-Cap 600 ETF shares in Q4 2022, an estimated $3.02K.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #932 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Vanguard S&P Small-Cap 600 ETF position peaked at $57K in Q1 2021.
242 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2022.

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