HERITAGE WEALTH MANAGEMENT, LLC – VictoryShares Nasdaq Next 50 ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$392,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.65%
quarter
VictoryShares Nasdaq Next 50 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.37% | 34 shares | -9.36K | $267.26 | 1.46K |
| Q2 2022 | share | Increase | +18.84% | 227 shares | -35.63K | $280.28 | 1.43K |
| Q1 2022 | share | Increase | +9.55% | 105 shares | 43K | $362.54 | 1.20K |
| Q3 2021 | share | Decrease | -0.36% | -4 shares | 3K | $357.96 | 1.1K |
| Q2 2021 | share | Increase | 0.00% | 1.10K shares | 391K | $354.03 | 1.10K |