Heritage Wealth Management (Arizona)’s Vanguard Communication Services ETF VOX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.48K	Buy	18 +9	+100%	+$759	﹤0.01%	996
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	987
2022 Q2	$846	Hold	9	–	–	﹤0.01%	932
2022 Q1	$1K	Buy	+9	New	+$1.1K	﹤0.01%	962
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	875
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	883
2021 Q1	$1K	Buy	+9	New	+$1.15K	﹤0.01%	724

Other funds holding VOX

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Vanguard Communication Services ETF (VOX) stake by 100% in Q4 2022, buying an estimated $759 and bringing the position to 18 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Heritage Wealth Management (Arizona) first reported a position in VOX in Q1 2021 and has held it in 7 quarters since. 313 funds tracked by Wall St. Rank hold VOX as of Q4 2022.

Heritage Wealth Management (Arizona) held 18 shares of Vanguard Communication Services ETF worth $1.48K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 9 Vanguard Communication Services ETF shares in Q4 2022, an estimated $759.
Vanguard Communication Services ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #996 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard Communication Services ETF in Q1 2021 and has held it in 7 quarters since.
313 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2022.

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