Heritage Wealth Management, LLC Vanguard Ftse All World Ex Us Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$44.03 - $52.21 $11,491 - $13,626	261 Added 100.0%	522 $26,000
Q3 2022 Nov 14, 2022	BUY	$44.35 - $52.71 $1,596 - $1,897	36 Added 16.0%	261 $12,000
Q1 2022 Aug 15, 2022	SELL	$53.45 - $62.56 $42,225 - $49,422	-790 Reduced 77.83%	225 $13,000
Q2 2021 Aug 11, 2021	SELL	$61.4 - $65.28 $12,218 - $12,990	-199 Reduced 16.39%	1,015 $64,000
Q1 2021 Jul 16, 2021	BUY	$58.58 - $62.75 $71,116 - $76,178	1,214 New	1,214 $74,000

1,329

309M

47.6K

300

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