HERITAGE WEALTH MANAGEMENT, LLC – Vanguard Growth Index Fund Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$194,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.01%
quarter
Vanguard Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.91% | -57 shares | -21.18K | $213.95 | 908 |
| Q2 2022 | share | Decrease | -7.66% | -80 shares | -85.81K | $222.89 | 965 |
| Q1 2022 | share | Decrease | -1.60% | -17 shares | -7K | $287.6 | 1.04K |
| Q3 2021 | share | Decrease | -1.94% | -21 shares | -3K | $290.17 | 1.06K |
| Q2 2021 | share | Decrease | -8.76% | -104 shares | 6K | $286.51 | 1.08K |
| Q1 2021 | share | Increase | 0.00% | 1.18K shares | 305K | $256.43 | 1.18K |