Hefty Wealth Partners’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$60K Sell
2017
Q4
$75K Sell
2017
Q3
$73K Buy
2017
Q2
$65K Buy
2017
Q1
$63K Buy
2016
Q4
$57K Buy
2016
Q3
$53K Hold
2016
Q2
$52K Buy
2016
Q1
$5K Sell
2015
Q4
$45K Buy