HERITAGE WEALTH MANAGEMENT, LLC – Vanguard Value Index Fund Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$330,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.37%
quarter
Vanguard Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2242.98% | 2.55K shares | 314.96K | $123.48 | 2.67K |
| Q2 2022 | share | 0.00% | 0 shares | -1.96K | $131.88 | 114 | |
| Q1 2022 | share | Decrease | -33.72% | -58 shares | -6K | $147.78 | 114 |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $135.37 | 172 | |
| Q2 2021 | share | Increase | 0.00% | 172 shares | 24K | $136.66 | 172 |