HERITAGE WEALTH ADVISORS – Vanguard Small Cap Index Fund Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$694,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-2.95%
quarter
Vanguard Small Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -21K | $170.91 | 4.06K | |
| Q2 2022 | share | 0.00% | 0 shares | -148K | $176.11 | 4.06K | |
| Q1 2022 | share | Decrease | -10.96% | -500 shares | -168K | $212.52 | 4.06K |
| Q4 2021 | share | 0.00% | 0 shares | 33.47K | $226.36 | 4.56K | |
| Q3 2021 | share | 0.00% | 0 shares | -30.14K | $218.67 | 4.56K | |
| Q2 2021 | share | Increase | +102.44% | 2.30K shares | 545.18K | $224.69 | 4.56K |
| Q1 2021 | share | 0.00% | 0 shares | 43.32K | $213 | 2.25K | |
| Q4 2020 | share | 0.00% | 0 shares | 92.48K | $193.18 | 2.25K | |
| Q3 2020 | share | 0.00% | 0 shares | 18.20K | $151.92 | 2.25K | |
| Q2 2020 | share | 0.00% | 0 shares | 68.22K | $143.42 | 2.25K | |
| Q1 2020 | share | 0.00% | 0 shares | -113.10K | $113.37 | 2.25K | |
| Q4 2019 | share | Increase | +2460.23% | 2.16K shares | 360.18K | $162.11 | 2.25K |
| Q3 2019 | share | Decrease | -47.62% | -80 shares | -13.37K | $149.81 | 88 |
| Q2 2019 | share | Increase | 0.00% | 168 shares | 26.37K | $152.07 | 168 |