Heritage Wealth Advisors Vanguard Bd Index Fd Inc Total Transaction History

Heritage Wealth Advisors

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16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$72.57 - $74.72 $0 - $0	0 New	0 $0
Q2 2025 Aug 11, 2025	BUY	$72.02 - $73.82 $0 - $0	0 New	0 $0
Q1 2025 May 08, 2025	SELL	$71.17 - $73.66 $140,560 - $145,478	-1,975 Closed	0 $0
Q4 2024 Feb 11, 2025	BUY	$71.75 - $75.11 $717 - $751	10 Added 0.51%	1,975 $142,000
Q3 2024 Nov 12, 2024	BUY	$71.45 - $75.64 $98,672 - $104,458	1,381 Added 236.47%	1,965 $147,000

Q2 2024 Dec 12, 2024	BUY	$70.55 - $72.66 $352 - $363	5 Added 0.86%	584 $42,000
Q2 2024 Aug 05, 2024	SELL	$70.55 - $72.66 $114,149 - $117,563	-1,618 Reduced 73.48%	584 $42,000
Q1 2024 Dec 12, 2024	BUY	$71.76 - $73.66 $215 - $220	3 Added 0.52%	579 $42,000
Q1 2024 May 08, 2024	BUY	$71.76 - $73.66 $116,681 - $119,771	1,626 Added 282.29%	2,202 $159,000
Q4 2023 Dec 12, 2024	BUY	$68.04 - $73.9 $34,224 - $37,171	503 Added 689.04%	576 $42,000
Q4 2023 Feb 09, 2024	BUY	$68.04 - $73.9 $39,191 - $42,566	576 New	576 $42,000
Q2 2023 Dec 12, 2024	SELL	$72.23 - $74.46 $136,659 - $140,878	-1,892 Reduced 96.28%	73 $5,000
Q2 2023 Aug 09, 2023	SELL	$72.23 - $74.46 $14,734 - $15,189	-204 Reduced 73.65%	73 $5,000
Q1 2023 May 04, 2023	BUY	$71.33 - $74.57 $19,758 - $20,655	277 New	277 $20,000
Q3 2021 Nov 02, 2021	SELL	$85.45 - $86.85 $57,080 - $58,015	-668 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$84.67 - $85.92 $56,559 - $57,394	668 New	668 $0

1,877

1.16B

93.5K

20.2K

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