Heritage Wealth Management (Arizona)’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.22M	Buy	3,478 +1,478	+74%	+$522K	0.17%	98
2022 Q3	$657K	Buy	2,000 +529	+36%	+$193K	0.21%	80
2022 Q2	$510K	Sell	1,471 -955	-39%	-$360K	0.17%	99
2022 Q1	$1.01M	Buy	+2,426	New	+$993K	0.27%	69
2021 Q3	–	Sell	-370	Closed	-$146K	–	933
2021 Q2	$146K	Buy	370 +85	+30%	+$32.6K	0.06%	273
2021 Q1	$104K	Buy	+285	New	+$101K	0.06%	245

Other funds holding VOO

AWA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Vanguard S&P 500 ETF (VOO) stake by 74% in Q4 2022, buying an estimated $522K and bringing the position to 3,478 shares worth $1.22M. The position accounts for 0.17% of the portfolio, ranked #98.

Heritage Wealth Management (Arizona) first reported a position in VOO in Q1 2021 and has held it in 6 quarters since. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Heritage Wealth Management (Arizona) held 3,478 shares of Vanguard S&P 500 ETF worth $1.22M as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,478 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $522K.
Vanguard S&P 500 ETF made up 0.17% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #98 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 6 quarters since.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

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