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Heritage Wealth Management (Arizona)’s Vanguard Russell 1000 ETF VONE Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$247K Hold
1,002
– – 0.14% 142
2024
Q1 		$239K Hold
1,002
– – 0.12% 151
2023
Q4 		$217K Buy
+1,002
New +$203K 0.12% 155
2022
Q4 		$349K Buy
2,004
+1,002
+100% +$175K 0.05% 274
2022
Q3 		$164K Hold
1,002
– – 0.05% 267
2022
Q2 		$172K Sell
1,002
-62
-6% -$11.6K 0.06% 266
2022
Q1 		$220K Buy
+1,064
New +$217K 0.06% 257
2021
Q3 		$201K Hold
1,002
– – 0.07% 216
2021
Q2 		$201K Hold
1,002
– – 0.08% 221
2021
Q1 		$186K Buy
+1,002
New +$181K 0.1% 176

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RCIM
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UBS Group
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Morgan Stanley
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Bank of America
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DLIC
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WA
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.33B AUM 17.75% 1-Year Est. Return