HWP
Hefty Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-68
| Closed | -$8K | – | 258 |
|
|
2016
Q3 | $8K | Sell |
68
-453
| -87% | -$53.3K | 0.01% | 184 |
|
|
2016
Q2 | $64K | Buy |
521
+48
| +10% | +$5.9K | 0.05% | 97 |
|
|
2016
Q1 | $56K | Hold |
473
| – | – | 0.05% | 99 |
|
|
2015
Q4 | $57K | Buy |
+473
| New | +$57K | 0.05% | 102 |
|