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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$28.6K	Buy	204 +102	+100%	+$14.1K	﹤0.01%	590
2022 Q3	$13K	Hold	102	–	–	﹤0.01%	618
2022 Q2	$13.6K	Hold	102	–	–	﹤0.01%	617
2022 Q1	$15K	Buy	+102	New	+$15.2K	﹤0.01%	658
2021 Q3	$14K	Hold	102	–	–	0.01%	615
2021 Q2	$15K	Hold	102	–	–	0.01%	605
2021 Q1	$14K	Buy	+102	New	+$13.3K	0.01%	544

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Vanguard S&P 500 Value ETF (VOOV) stake by 100% in Q4 2022, buying an estimated $14.1K and bringing the position to 204 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Heritage Wealth Management (Arizona) first reported a position in VOOV in Q1 2021 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold VOOV as of Q4 2022.

Heritage Wealth Management (Arizona) held 204 shares of Vanguard S&P 500 Value ETF worth $28.6K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 102 Vanguard S&P 500 Value ETF shares in Q4 2022, an estimated $14.1K.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #590 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard S&P 500 Value ETF in Q1 2021 and has held it in 7 quarters since.
275 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2022.

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