HERITAGE WEALTH MANAGEMENT, LLC – Vanguard Total Stock Market Index Fund Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$4.41M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.92% | -4.65K shares | -1.10M | $179.47 | 24.58K |
| Q2 2022 | share | Decrease | -7.60% | -2.40K shares | -1.68M | $188.62 | 29.24K |
| Q1 2022 | share | Increase | +5581.51% | 31.08K shares | 7.08M | $227.67 | 31.64K |
| Q3 2021 | share | Increase | +6.50% | 34 shares | 7K | $222.06 | 557 |
| Q2 2021 | share | Increase | 0.00% | 523 shares | 117K | $222.12 | 523 |