Heritage Wealth Management, LLC Vanguard Information Technolog Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$300.84 - $349.17 $203,969 - $236,737	678 Added 65.07%	1,720 $549,000
Q3 2022 Nov 14, 2022	SELL	$307.37 - $391.03 $65,469 - $83,289	-213 Reduced 16.97%	1,042 $320,000
Q2 2022 Aug 15, 2022	SELL	$315.97 - $423.43 $296,379 - $397,177	-938 Reduced 42.77%	1,255 $0
Q1 2022 Aug 15, 2022	BUY	$366.81 - $462.0 $674,196 - $849,156	1,838 Added 517.75%	2,193 $913,000
Q3 2021 Nov 10, 2021	BUY	$397.41 - $429.35 $5,961 - $6,440	15 Added 4.41%	355 $142,000
Q1 2021 Jul 16, 2021	BUY	$339.41 - $380.61 $115,399 - $129,407	340 New	340 $122,000

1,689

48.2M

857K

238K

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