Heritage Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$172.82 - $196.57 $74,312 - $84,525	430 Added 100.0%	860 $157,000
Q3 2022 Nov 14, 2022	BUY	$170.45 - $206.62 $7,670 - $9,297	45 Added 11.69%	430 $73,000
Q2 2022 Aug 15, 2022	SELL	$170.7 - $214.67 $4,267 - $5,366	-25 Reduced 6.1%	385 $0
Q1 2022 Aug 15, 2022	BUY	$198.73 - $227.97 $50,676 - $58,132	255 Added 164.52%	410 $87,000
Q1 2021 Jul 16, 2021	BUY	$191.53 - $223.48 $29,687 - $34,639	155 New	155 $33,000

2,108

150M

102K

107K

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Heritage Wealth Management, LLC with notifications on news.