Heritage Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$165.84 - $193.83 $17,744 - $20,739	107 Added 100.0%	214 $38,000
Q3 2022 Nov 14, 2022	SELL	$170.12 - $208.72 $48,994 - $60,111	-288 Reduced 72.91%	107 $18,000
Q2 2022 Aug 15, 2022	SELL	$167.96 - $227.2 $1,847 - $2,499	-11 Reduced 2.71%	395 $0
Q1 2022 Aug 15, 2022	BUY	$199.76 - $251.37 $57,530 - $72,394	288 Added 244.07%	406 $90,000
Q2 2021 Aug 11, 2021	SELL	$210.91 - $237.31 $14,341 - $16,137	-68 Reduced 36.56%	118 $28,000
Q1 2021 Jul 16, 2021	BUY	$204.75 - $230.34 $38,083 - $42,843	186 New	186 $40,000

977

38.1M

26.7K

5.6K

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