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

1,001

88.9M

149K

44.9K

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