Heritage Wealth Management, LLC Vanguard Value ETF Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$124.69 - $146.24 $450,006 - $527,780	3,609 Added 135.12%	6,280 $881,000
Q3 2022 Nov 14, 2022	BUY	$123.48 - $143.43 $315,738 - $366,750	2,557 Added 2242.98%	2,671 $330,000
Q1 2022 Aug 15, 2022	SELL	$140.46 - $150.33 $8,146 - $8,719	-58 Reduced 33.72%	114 $17,000
Q2 2021 Aug 11, 2021	BUY	$132.12 - $141.17 $22,724 - $24,281	172 New	172 $24,000

2,292

536M

248K

266K

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