HWMA
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return