HERITAGE WEALTH ADVISORS – Vanguard Health Care Index Fund Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$294,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-5.01%
quarter
Vanguard Health Care Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.52% | -107 shares | -41K | $223.7 | 1.31K |
| Q2 2022 | share | 0.00% | 0 shares | -27K | $235.5 | 1.42K | |
| Q1 2022 | share | 0.00% | 0 shares | -17K | $254.38 | 1.42K | |
| Q4 2021 | share | 0.00% | 0 shares | 27.41K | $267.51 | 1.42K | |
| Q3 2021 | share | 0.00% | 0 shares | 43 | $247.16 | 1.42K | |
| Q2 2021 | share | 0.00% | 0 shares | 26.16K | $246.25 | 1.42K | |
| Q1 2021 | share | Increase | +63.00% | 550 shares | 130.58K | $227.29 | 1.42K |
| Q4 2020 | share | Increase | +30.30% | 203 shares | 58.22K | $221.68 | 873 |
| Q3 2020 | share | Increase | +0.15% | 1 shares | 7.91K | $201.34 | 670 |
| Q2 2020 | share | Increase | +0.30% | 2 shares | 18.1K | $189.54 | 669 |
| Q1 2020 | share | Increase | +0.30% | 2 shares | -16.82K | $162.77 | 667 |
| Q4 2019 | share | Increase | +33.00% | 165 shares | 44.59K | $187.44 | 665 |
| Q3 2019 | share | Decrease | -37.66% | -302 shares | -56.41K | $163.3 | 500 |
| Q2 2019 | share | Increase | 0.00% | 802 shares | 139.41K | $168.76 | 802 |