Heritage Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$47.5 - $50.06 $10,070 - $10,612	212 Added 130.06%	375 $18,000
Q3 2022 Nov 14, 2022	SELL	$48.11 - $51.14 $410,570 - $436,428	-8,534 Reduced 98.13%	163 $8,000
Q1 2022 Aug 15, 2022	BUY	$51.44 - $54.88 $371,088 - $395,904	7,214 Added 486.45%	8,697 $448,000
Q2 2021 Aug 11, 2021	BUY	$54.58 - $55.46 $80,942 - $82,247	1,483 New	1,483 $82,000

1,175

508M

39.6K

85.7K

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