Heritage Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$69.38 - $73.88 $637,185 - $678,513	9,184 Added 78.06%	20,950 $1.51 Million
Q3 2022 Nov 14, 2022	BUY	$70.77 - $77.08 $20,169 - $21,967	285 Added 2.48%	11,766 $839,000
Q2 2022 Aug 15, 2022	SELL	$73.3 - $79.23 $201,428 - $217,724	-2,748 Reduced 19.31%	11,481 $0
Q1 2022 Aug 15, 2022	BUY	$78.72 - $84.18 $963,611 - $1.03 Million	12,241 Added 615.74%	14,229 $1.13 Million
Q3 2021 Nov 10, 2021	SELL	$85.45 - $86.85 $24,182 - $24,578	-283 Reduced 12.46%	1,988 $170,000
Q2 2021 Aug 11, 2021	BUY	$84.67 - $85.92 $192,285 - $195,124	2,271 New	2,271 $195,000

1,567

949M

379K

101K

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