Heritage Wealth Management, LLC Vaneck ETF Tr Rare Earth/Strat Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$75.0 - $98.89 $127,425 - $168,014	1,699 Added 73.71%	4,004 $304,000
Q3 2022 Nov 14, 2022	SELL	$78.06 - $105.68 $26,228 - $35,508	-336 Reduced 12.72%	2,305 $192,000
Q2 2022 Aug 15, 2022	SELL	$82.75 - $127.41 $48,574 - $74,789	-587 Reduced 18.18%	2,641 $0
Q1 2022 Aug 15, 2022	BUY	$97.11 - $118.28 $310,946 - $378,732	3,202 Added 12315.38%	3,228 $382,000
Q3 2021 Nov 10, 2021	BUY	$83.83 - $120.59 $2,179 - $3,135	26 New	26 $3,000

103

1.21M

29.1K

27K

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