Heritage Wealth Management, LLC Vanguard S&P Small Cap 600 ETF Transaction History

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$82.54 - $189.04 $1,403 - $3,213	17 Added 1700.0%	18 $3,000
Q3 2022 Nov 14, 2022	SELL	$80.61 - $98.13 $20,233 - $24,630	-251 Reduced 99.6%	1 $0
Q2 2021 Aug 11, 2021	SELL	$97.42 - $106.53 $3,214 - $3,515	-33 Reduced 11.58%	252 $52,000
Q1 2021 Jul 16, 2021	BUY	$83.07 - $105.02 $23,674 - $29,930	285 New	285 $57,000

330

13.3M

2.2K

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