Heritage Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$57.14 - $59.67 $19,370 - $20,228	339 Added 100.0%	678 $39,000
Q3 2022 Nov 14, 2022	BUY	$57.73 - $62.32 $3,290 - $3,552	57 Added 20.21%	339 $20,000
Q2 2022 Aug 15, 2022	SELL	$59.34 - $62.5 $4,153 - $4,375	-70 Reduced 19.89%	282 $0
Q3 2021 Nov 10, 2021	SELL	$67.44 - $68.68 $2,023 - $2,060	-30 Reduced 7.85%	352 $24,000
Q2 2021 Aug 11, 2021	SELL	$67.21 - $68.13 $2,621 - $2,657	-39 Reduced 9.26%	382 $26,000
Q1 2021 Jul 16, 2021	BUY	$67.23 - $69.45 $28,303 - $29,238	421 New	421 $28,000

753

385M

26.7K

12K

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