HWP
Hefty Wealth Partners’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $60K | Sell |
661
-161
| -20% | -$14.6K | 0.04% | 134 |
|
|
2017
Q4 | $75K | Sell |
822
-19
| -2% | -$1.73K | 0.05% | 121 |
|
|
2017
Q3 | $73K | Buy |
841
+53
| +7% | +$4.6K | 0.05% | 118 |
|
|
2017
Q2 | $65K | Buy |
788
+5
| +0.6% | +$412 | 0.04% | 115 |
|
|
2017
Q1 | $63K | Buy |
783
+28
| +4% | +$2.25K | 0.05% | 117 |
|
|
2016
Q4 | $57K | Buy |
755
+25
| +3% | +$1.89K | 0.05% | 111 |
|
|
2016
Q3 | $53K | Hold |
730
| – | – | 0.04% | 123 |
|
|
2016
Q2 | $52K | Buy |
730
+650
| +813% | +$46.3K | 0.04% | 105 |
|
|
2016
Q1 | $5K | Sell |
80
-568
| -88% | -$35.5K | ﹤0.01% | 171 |
|
|
2015
Q4 | $45K | Buy |
+648
| New | +$45K | 0.04% | 109 |
|