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Heritage Wealth Management (Arizona)’s Vanguard Mid-Cap ETF VO Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-804
Closed -$48K – 932
2021
Q2 		$48K Buy
804
+680
+548% +$39.4K 0.02% 457
2021
Q1 		$7K Buy
+124
New +$6.73K ﹤0.01% 616

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VO Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of Vanguard Mid-Cap ETF (VO) in Q3 2021, closing a stake of 804 shares — an estimated $48K sold.

Heritage Wealth Management (Arizona) first reported a position in VO in Q1 2021 and held it in 2 quarters. The position peaked at $48K in Q2 2021. 1,354 funds tracked by Wall St. Rank hold VO as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Vanguard Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 804 Vanguard Mid-Cap ETF shares in Q3 2021, an estimated $48K.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Vanguard Mid-Cap ETF position peaked at $48K in Q2 2021.
  • 1,354 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.