Heritage Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$73.66 - $79.75 $27,990 - $30,305	380 Added 292.31%	510 $39,000
Q3 2022 Nov 14, 2022	SELL	$74.85 - $82.96 $193,337 - $214,285	-2,583 Reduced 95.21%	130 $10,000
Q2 2022 Aug 15, 2022	SELL	$78.1 - $85.93 $14,604 - $16,068	-187 Reduced 6.45%	2,713 $0
Q1 2022 Aug 15, 2022	BUY	$85.05 - $92.24 $202,759 - $219,900	2,384 Added 462.02%	2,900 $250,000
Q3 2021 Nov 10, 2021	SELL	$94.41 - $96.13 $13,878 - $14,131	-147 Reduced 22.17%	516 $49,000
Q2 2021 Aug 11, 2021	SELL	$92.83 - $95.07 $3,898 - $3,992	-42 Reduced 5.96%	663 $63,000
Q1 2021 Jul 16, 2021	BUY	$92.62 - $97.02 $65,297 - $68,399	705 New	705 $66,000

1,171

485M

37.7K

125K

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.