HERITAGE WEALTH MANAGEMENT, LLC – Vanguard Real Estate Index Fund Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$269,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-12.01%
quarter
Vanguard Real Estate Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.48% | 16 shares | -35.53K | $80.17 | 3.35K |
| Q2 2022 | share | Increase | +0.51% | 17 shares | -55.46K | $91.11 | 3.34K |
| Q1 2022 | share | Increase | +22.28% | 606 shares | 83K | $108.37 | 3.32K |
| Q3 2021 | share | Increase | +0.59% | 16 shares | 2K | $101.78 | 2.72K |
| Q2 2021 | share | Increase | +0.67% | 18 shares | 28K | $101.16 | 2.70K |
| Q1 2021 | share | Increase | 0.00% | 2.68K shares | 247K | $90.64 | 2.68K |