Heritage Wealth Management (Arizona)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.34M	Buy	34,481 +15,896	+86%	+$606K	0.19%	82
2022 Q3	$678K	Sell	18,585 -3,119	-14%	-$127K	0.22%	74
2022 Q2	$904K	Sell	21,704 -4,363	-17%	-$188K	0.3%	62
2022 Q1	$1.2M	Buy	+26,067	New	+$1.25M	0.32%	61
2021 Q3	$99K	Buy	1,976 +18	+0.9%	+$930	0.04%	343
2021 Q2	$106K	Hold	1,958	–	–	0.04%	331
2021 Q1	$102K	Buy	+1,958	New	+$104K	0.06%	248

Other funds holding VWO

AWA

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Heritage Wealth Management (Arizona) increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 86% in Q4 2022, buying an estimated $606K and bringing the position to 34,481 shares worth $1.34M. The position accounts for 0.19% of the portfolio, ranked #82.

Heritage Wealth Management (Arizona) first reported a position in VWO in Q1 2021 and has held it in 7 quarters since. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

Heritage Wealth Management (Arizona) held 34,481 shares of Vanguard FTSE Emerging Markets ETF worth $1.34M as of Q4 2022.
Heritage Wealth Management (Arizona) bought 15,896 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $606K.
Vanguard FTSE Emerging Markets ETF made up 0.19% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #82 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and has held it in 7 quarters since.
1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

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