HERITAGE WEALTH MANAGEMENT, LLC – Vanguard High Dividend Yield Index Fund Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$399,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.71%
quarter
Vanguard High Dividend Yield Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -29.05K | $94.88 | 4.20K | |
| Q2 2022 | share | Decrease | -4.34% | -191 shares | -65.94K | $101.7 | 4.20K |
| Q1 2022 | share | Decrease | -0.74% | -33 shares | 36K | $112.25 | 4.4K |
| Q3 2021 | share | Decrease | -0.58% | -26 shares | -9K | $103.35 | 4.43K |
| Q2 2021 | share | Decrease | -1.52% | -69 shares | 9K | $104.01 | 4.45K |
| Q1 2021 | share | Increase | 0.00% | 4.52K shares | 458K | $99.63 | 4.52K |