HERITAGE WEALTH ADVISORS – Vanguard Mid-Cap Value Index Fund Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$237,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-5.98%
quarter
Vanguard Mid-Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -15K | $121.77 | 1.94K | |
| Q2 2022 | share | 0.00% | 0 shares | -40K | $129.52 | 1.94K | |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $149.67 | 1.94K | |
| Q4 2021 | share | 0.00% | 0 shares | 20.89K | $150.11 | 1.94K | |
| Q3 2021 | share | 0.00% | 0 shares | -1.73K | $139.61 | 1.94K | |
| Q2 2021 | share | 0.00% | 0 shares | 10.97K | $139.93 | 1.94K | |
| Q1 2021 | share | Increase | +1.04% | 20 shares | 33.86K | $133.67 | 1.94K |
| Q4 2020 | share | 0.00% | 0 shares | 33.45K | $117.42 | 1.92K | |
| Q3 2020 | share | 0.00% | 0 shares | 10.93K | $99.43 | 1.92K | |
| Q2 2020 | share | 0.00% | 0 shares | 27.79K | $93.27 | 1.92K | |
| Q1 2020 | share | 0.00% | 0 shares | -73.11K | $78.68 | 1.92K | |
| Q4 2019 | share | 0.00% | 0 shares | 12.91K | $114.46 | 1.92K | |
| Q3 2019 | share | 0.00% | 0 shares | 2.22K | $107.75 | 1.92K | |
| Q2 2019 | share | Increase | 0.00% | 1.92K shares | 214.77K | $105.73 | 1.92K |