HERITAGE FINANCIAL SERVICES, LLC – Vanguard Tax-Exempt Bond Index Fund Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$5.01M
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-3.57%
quarter
Vanguard Tax-Exempt Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +615.32% | 89.60K shares | 4.28M | $48.14 | 104.17K |
| Q2 2022 | share | Increase | 0.00% | 14.56K shares | 726K | $49.92 | 14.56K |