HWP
Hefty Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $39K | Sell |
496
-2,023
| -80% | -$159K | 0.03% | 153 |
|
|
2017
Q4 | $199K | Buy |
2,519
+62
| +3% | +$4.9K | 0.12% | 84 |
|
|
2017
Q3 | $196K | Sell |
2,457
-16
| -0.6% | -$1.28K | 0.13% | 82 |
|
|
2017
Q2 | $197K | Buy |
2,473
+721
| +41% | +$57.4K | 0.13% | 75 |
|
|
2017
Q1 | $139K | Sell |
1,752
-19,204
| -92% | -$1.52M | 0.1% | 88 |
|
|
2016
Q4 | $1.66M | Sell |
20,956
-78,104
| -79% | -$6.2M | 1.39% | 24 |
|
|
2016
Q3 | $8.01M | Buy |
99,060
+53,973
| +120% | +$4.36M | 6.08% | 1 |
|
|
2016
Q2 | $3.65M | Sell |
45,087
-11,747
| -21% | -$952K | 3.02% | 5 |
|
|
2016
Q1 | $4.58M | Buy |
56,834
+30,730
| +118% | +$2.48M | 4.29% | 2 |
|
|
2015
Q4 | $2.08M | Buy |
+26,104
| New | +$2.08M | 1.98% | 10 |
|