HERITAGE WEALTH MANAGEMENT, LLC – Vanguard Utilities Index Fund Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$242,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.62%
quarter
Vanguard Utilities Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -16.99K | $142.26 | 1.7K | |
| Q2 2022 | share | 0.00% | 0 shares | -16.00K | $152.35 | 1.7K | |
| Q1 2022 | share | 0.00% | 0 shares | 38K | $161.81 | 1.7K | |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $139.14 | 1.7K | |
| Q2 2021 | share | Increase | 0.00% | 1.7K shares | 236K | $137.6 | 1.7K |