HERITAGE WEALTH ADVISORS – VictoryShares Nasdaq Next 50 ETF Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$378,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-4.65%
quarter
VictoryShares Nasdaq Next 50 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -18K | $267.26 | 1.41K | |
| Q2 2022 | share | 0.00% | 0 shares | -117K | $280.28 | 1.41K | |
| Q1 2022 | share | Increase | +336.42% | 1.09K shares | 384K | $362.54 | 1.41K |
| Q4 2021 | share | 0.00% | 0 shares | 12.92K | $400.35 | 324 | |
| Q3 2021 | share | 0.00% | 0 shares | 1.14K | $357.96 | 324 | |
| Q2 2021 | share | 0.00% | 0 shares | 11.43K | $354.03 | 324 | |
| Q1 2021 | share | 0.00% | 0 shares | 1.39K | $318.4 | 324 | |
| Q4 2020 | share | 0.00% | 0 shares | 11.98K | $312.64 | 324 | |
| Q3 2020 | share | Increase | +8.36% | 25 shares | 15.98K | $276.36 | 324 |
| Q2 2020 | share | Increase | +43.06% | 90 shares | 34.23K | $245.93 | 299 |
| Q1 2020 | share | Decrease | -74.17% | -600 shares | -132.20K | $188.79 | 209 |
| Q4 2019 | share | 0.00% | 0 shares | 20.00K | $210.36 | 809 | |
| Q3 2019 | share | Decrease | -21.76% | -225 shares | -41.08K | $186.41 | 809 |
| Q2 2019 | share | 0.00% | 0 shares | 7.32K | $184 | 1.03K | |
| Q1 2019 | share | 0.00% | 0 shares | 26.76K | $176.63 | 1.03K | |
| Q4 2018 | share | Increase | 0.00% | 1.03K shares | 159K | $151.38 | 1.03K |