Heritage Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$122.51 - $142.75 $152,892 - $178,152	1,248 New	1,248 $168,000
Q2 2022 Aug 15, 2022	SELL	$126.2 - $153.17 $3,407 - $4,135	-27 Reduced 4.98%	515 $0
Q1 2022 Aug 15, 2022	BUY	$140.72 - $152.6 $69,515 - $75,384	494 Added 1029.17%	542 $81,000
Q1 2021 Jul 16, 2021	BUY	$116.81 - $138.13 $5,606 - $6,630	48 New	48 $6,000

1,107

68M

28.7K

1.8K

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