HERITAGE WEALTH ADVISORS – Vanguard Real Estate Index Fund Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$538,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-12.01%
quarter
Vanguard Real Estate Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -73K | $80.17 | 6.70K | |
| Q2 2022 | share | Decrease | -11.21% | -847 shares | -208K | $91.11 | 6.70K |
| Q1 2022 | share | 0.00% | 0 shares | -58K | $108.37 | 7.55K | |
| Q4 2021 | share | Increase | +12.62% | 847 shares | 193.73K | $115.69 | 7.55K |
| Q3 2021 | share | Decrease | -5.16% | -365 shares | -37.20K | $101.78 | 6.70K |
| Q2 2021 | share | Increase | +5.44% | 365 shares | 103.75K | $101.16 | 7.07K |
| Q1 2021 | share | 0.00% | 0 shares | 46.28K | $90.64 | 6.70K | |
| Q4 2020 | share | 0.00% | 0 shares | 40.25K | $83.32 | 6.70K | |
| Q3 2020 | share | 0.00% | 0 shares | 2.88K | $76.25 | 6.70K | |
| Q2 2020 | share | 0.00% | 0 shares | 58.23K | $75.26 | 6.70K | |
| Q1 2020 | share | 0.00% | 0 shares | -153.90K | $66.29 | 6.70K | |
| Q4 2019 | share | 0.00% | 0 shares | -2.47K | $87.41 | 6.70K | |
| Q3 2019 | share | Increase | 0.00% | 6.70K shares | 625K | $86.92 | 6.70K |