HERITAGE WEALTH ADVISORS – Vanguard 500 Index Fund Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$191,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -11K | $328.3 | 581 | |
| Q2 2022 | share | 0.00% | 0 shares | -39K | $346.88 | 581 | |
| Q1 2022 | share | 0.00% | 0 shares | -13K | $415.17 | 581 | |
| Q4 2021 | share | 0.00% | 0 shares | 24.50K | $437.77 | 581 | |
| Q3 2021 | share | 0.00% | 0 shares | 511 | $394.4 | 581 | |
| Q2 2021 | share | 0.00% | 0 shares | 16.97K | $392.24 | 581 | |
| Q1 2021 | share | Decrease | -10.06% | -65 shares | -10.34K | $361.88 | 581 |
| Q4 2020 | share | 0.00% | 0 shares | 23.25K | $340.23 | 646 | |
| Q3 2020 | share | Decrease | -9.78% | -70 shares | -4.19K | $303.31 | 646 |
| Q2 2020 | share | Decrease | -9.60% | -76 shares | 15.37K | $278.24 | 716 |
| Q1 2020 | share | 0.00% | 0 shares | -46.71K | $231.3 | 792 | |
| Q4 2019 | share | Increase | +36.32% | 211 shares | 76.27K | $287.62 | 792 |
| Q3 2019 | share | 0.00% | 0 shares | 1.62K | $263.78 | 581 | |
| Q2 2019 | share | Increase | 0.00% | 581 shares | 156.37K | $259.21 | 581 |