HERITAGE FINANCIAL SERVICES, LLC – Vanguard Growth Index Fund Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$884,000
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-4.01%
quarter
Vanguard Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -36K | $213.95 | 4.13K | |
| Q2 2022 | share | Increase | 0.00% | 4.13K shares | 920K | $222.89 | 4.13K |