HERITAGE FINANCIAL SERVICES, LLC – Vanguard 500 Index Fund Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$222,000
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -21.80% | -189 shares | -78K | $328.3 | 678 |
| Q2 2022 | share | Increase | 0.00% | 867 shares | 300K | $346.88 | 867 |