Heritage Wealth Management, LLC Vanguard Long Term Treasury Et Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$57.38 - $66.98 $16,984 - $19,826	296 Added 23.27%	1,568 $96,000
Q3 2022 Nov 14, 2022	SELL	$62.05 - $73.26 $11,231 - $13,260	-181 Reduced 12.46%	1,272 $80,000
Q2 2022 Aug 15, 2022	SELL	$66.63 - $80.22 $58,167 - $70,032	-873 Reduced 37.53%	1,453 $0
Q1 2022 Aug 15, 2022	BUY	$78.1 - $87.35 $181,660 - $203,176	2,326 New	2,326 $187,000

430

174M

307K

560K

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