Heritage Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$88.97 - $103.1 $212,104 - $245,790	-2,384 Reduced 50.66%	2,322 $238,000
Q4 2022 Feb 13, 2023	BUY	$78.67 - $91.07 $185,110 - $214,287	2,353 Added 100.0%	4,706 $405,000
Q2 2022 Aug 15, 2022	SELL	$83.88 - $102.77 $3,355 - $4,110	-40 Reduced 1.67%	2,353 $0
Q1 2022 Aug 15, 2022	SELL	$93.8 - $108.09 $15,477 - $17,834	-165 Reduced 6.45%	2,393 $242,000
Q3 2021 Nov 10, 2021	SELL	$101.52 - $107.65 $28,527 - $30,249	-281 Reduced 9.9%	2,558 $260,000
Q2 2021 Aug 11, 2021	BUY	$98.57 - $104.51 $279,840 - $296,703	2,839 New	2,839 $294,000

998

88.1M

149K

44.9K

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Heritage Wealth Management, LLC with notifications on news.