HERITAGE WEALTH MANAGEMENT, LLC – Vanguard Information Technology Index Fund Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$320,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.87%
quarter
Vanguard Information Technology Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -16.97% | -213 shares | -89.71K | $307.37 | 1.04K |
| Q2 2022 | share | Decrease | -42.77% | -938 shares | -503.28K | $326.55 | 1.25K |
| Q1 2022 | share | Increase | +517.75% | 1.83K shares | 771K | $416.48 | 2.19K |
| Q3 2021 | share | Increase | +4.41% | 15 shares | 6K | $401.29 | 355 |
| Q2 2021 | share | 0.00% | 0 shares | 14K | $397.9 | 340 | |
| Q1 2021 | share | Increase | 0.00% | 340 shares | 122K | $357.17 | 340 |