Hefty Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$1.41M Sell
2017
Q4
$1.57M Buy
2017
Q3
$1.45M Buy
2017
Q2
$1.36M Buy
2017
Q1
$1.25M Buy
2016
Q4
$603K Sell
2016
Q3
$572K Buy
2016
Q2
$525K Buy
2016
Q1
$466K Sell
2015
Q4
$781K Buy