HERITAGE WEALTH MANAGEMENT, LLC – Vanguard Total World Stock Index Fund Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$186,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.57%
quarter
Vanguard Total World Stock Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -14.80K | $78.88 | 2.35K | |
| Q2 2022 | share | Decrease | -1.67% | -40 shares | -41.19K | $85.34 | 2.35K |
| Q1 2022 | share | Decrease | -6.45% | -165 shares | -18K | $101.29 | 2.39K |
| Q3 2021 | share | Decrease | -9.90% | -281 shares | -34K | $101.83 | 2.55K |
| Q2 2021 | share | Increase | 0.00% | 2.83K shares | 294K | $103.2 | 2.83K |