HWP
Hefty Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.41M | Sell |
9,614
-1,036
| -10% | -$152K | 0.91% | 32 |
|
|
2017
Q4 | $1.57M | Buy |
10,650
+418
| +4% | +$61.8K | 0.97% | 32 |
|
|
2017
Q3 | $1.45M | Buy |
10,232
+179
| +2% | +$25.3K | 0.96% | 34 |
|
|
2017
Q2 | $1.36M | Buy |
10,053
+655
| +7% | +$88.7K | 0.93% | 35 |
|
|
2017
Q1 | $1.25M | Buy |
9,398
+4,721
| +101% | +$629K | 0.91% | 42 |
|
|
2016
Q4 | $603K | Sell |
4,677
-8
| -0.2% | -$1.03K | 0.51% | 57 |
|
|
2016
Q3 | $572K | Buy |
4,685
+141
| +3% | +$17.2K | 0.43% | 70 |
|
|
2016
Q2 | $525K | Buy |
4,544
+358
| +9% | +$41.4K | 0.43% | 68 |
|
|
2016
Q1 | $466K | Sell |
4,186
-2,874
| -41% | -$320K | 0.44% | 68 |
|
|
2015
Q4 | $781K | Buy |
+7,060
| New | +$781K | 0.74% | 44 |
|