HERITAGE FINANCIAL SERVICES, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$436,000
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-5.79%
quarter
Vanguard Dividend Appreciation Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -27K | $135.16 | 3.23K | |
| Q2 2022 | share | Increase | 0.00% | 3.23K shares | 463K | $143.47 | 3.23K |