HERITAGE WEALTH ADVISORS – Vanguard Total Stock Market Index Fund Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$1.36M
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -70K | $179.47 | 7.59K | |
| Q2 2022 | share | Increase | +5.38% | 388 shares | -208K | $188.62 | 7.59K |
| Q1 2022 | share | 0.00% | 0 shares | -99K | $227.67 | 7.20K | |
| Q4 2021 | share | Decrease | -1.87% | -137 shares | 109.25K | $242.21 | 7.20K |
| Q3 2021 | share | Decrease | -0.61% | -45 shares | -15.60K | $222.06 | 7.34K |
| Q2 2021 | share | Decrease | -2.65% | -201 shares | 77.64K | $222.12 | 7.38K |
| Q1 2021 | share | Decrease | -7.33% | -600 shares | -25.13K | $205.41 | 7.59K |
| Q4 2020 | share | Decrease | -4.66% | -400 shares | 130.96K | $192.8 | 8.19K |
| Q3 2020 | share | 0.00% | 0 shares | 118.37K | $168.02 | 8.59K | |
| Q2 2020 | share | Decrease | -2.16% | -190 shares | 212.77K | $153.8 | 8.59K |
| Q1 2020 | share | Decrease | -8.54% | -820 shares | -438.93K | $126.1 | 8.78K |
| Q4 2019 | share | Increase | +4.88% | 447 shares | 188.82K | $159.31 | 9.6K |
| Q3 2019 | share | 0.00% | 0 shares | 8.16K | $146.23 | 9.15K | |
| Q2 2019 | share | Increase | +11.76% | 963 shares | 188.66K | $144.68 | 9.15K |
| Q1 2019 | share | 0.00% | 0 shares | 140.17K | $138.98 | 8.19K | |
| Q4 2018 | share | 0.00% | 0 shares | -180K | $121.91 | 8.19K | |
| Q3 2018 | share | 0.00% | 0 shares | 76K | $142.09 | 8.19K | |
| Q2 2018 | share | 0.00% | 0 shares | 37K | $132.7 | 8.19K | |
| Q1 2018 | share | 0.00% | 0 shares | -13K | $127.71 | 8.19K | |
| Q4 2017 | share | Increase | 0.00% | 8.19K shares | 1.12M | $128.62 | 8.19K |