Heritage Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$43.58 - $46.9 $9,238 - $9,942	212 Added 19.52%	1,298 $59,000
Q3 2022 Nov 14, 2022	SELL	$44.41 - $49.27 $55,556 - $61,636	-1,251 Reduced 53.53%	1,086 $49,000
Q2 2022 Aug 15, 2022	SELL	$46.23 - $49.83 $77,851 - $83,913	-1,684 Reduced 41.88%	2,337 $0
Q1 2022 Aug 15, 2022	BUY	$49.53 - $52.66 $199,160 - $211,745	4,021 New	4,021 $201,000

630

342M

900

80.3K

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