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

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$74.07 - $75.87 $54,293 - $55,612	733 Added 100.0%	1,466 $110,000
Q3 2022 Nov 14, 2022	SELL	$74.52 - $77.47 $74 - $77	-1 Reduced 0.14%	733 $55,000
Q2 2022 Aug 15, 2022	SELL	$75.68 - $77.74 $3,102 - $3,187	-41 Reduced 5.29%	734 $0
Q3 2021 Nov 10, 2021	SELL	$81.9 - $82.4 $6,306 - $6,344	-77 Reduced 9.04%	775 $64,000
Q2 2021 Aug 11, 2021	SELL	$82.08 - $82.43 $5,745 - $5,770	-70 Reduced 7.59%	852 $70,000
Q1 2021 Jul 16, 2021	BUY	$82.08 - $82.89 $75,677 - $76,424	922 New	922 $76,000

1,237

375M

96.7K

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