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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$169K	Buy	+1,248	New	+$167K	0.02%	350
2022 Q3	–	Sell	-515	Closed	-$66.7K	–	1110
2022 Q2	$66.7K	Sell	515 -27	-5%	-$3.82K	0.02%	378
2022 Q1	$81K	Buy	+542	New	+$79.7K	0.02%	396
2021 Q3	$7K	Hold	48	–	–	﹤0.01%	700
2021 Q2	$7K	Hold	48	–	–	﹤0.01%	710
2021 Q1	$6K	Buy	+48	New	+$6.15K	﹤0.01%	637

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AWA

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q4 2022: 1,248 shares worth $169K. The stake represents 0.02% of the portfolio and ranks #350 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in VOE as recently as Q2 2022.

Heritage Wealth Management (Arizona) first reported a position in VOE in Q1 2021 and has held it in 6 quarters since. 912 funds tracked by Wall St. Rank hold VOE as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,248 shares of Vanguard Mid-Cap Value ETF worth $169K as of Q4 2022.
Vanguard Mid-Cap Value ETF was a new Heritage Wealth Management (Arizona) position in Q4 2022.
Vanguard Mid-Cap Value ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #350 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard Mid-Cap Value ETF in Q1 2021 and has held it in 6 quarters since.
912 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2022.

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