Hefty Wealth Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Hefty Wealth Partners’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$65K	Sell	504 -126	-20%	-$16.7K	0.04%	126
2017 Q4	$84K	Buy	630 +176	+39%	+$22.9K	0.05%	115
2017 Q3	$58K	Sell	454 -55	-11%	-$6.78K	0.04%	130
2017 Q2	$62K	Sell	509 -13	-2%	-$1.59K	0.04%	118
2017 Q1	$64K	Sell	522 -1,186	-69%	-$146K	0.05%	116
2016 Q4	$206K	Sell	1,708 -66	-4%	-$7.57K	0.17%	71
2016 Q3	$196K	Sell	1,774 -9,155	-84%	-$1M	0.15%	82
2016 Q2	$1.15M	Buy	10,929 +86	+0.8%	+$8.92K	0.95%	37
2016 Q1	$1.1M	Sell	10,843 -15,060	-58%	-$1.42M	1.03%	33
2015 Q4	$2.56M	Buy	+25,903	New	+$2.64M	2.44%	8

Other funds holding VBR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Hefty Wealth Partners's VBR Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 20% in Q1 2018, selling an estimated $16.7K and leaving 504 shares worth $65K. The position accounts for 0.04% of the portfolio, ranked #126.

Hefty Wealth Partners first reported a position in VBR in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.56M in Q4 2015. 591 funds tracked by Wall St. Rank hold VBR as of Q1 2018.

Hefty Wealth Partners held 504 shares of Vanguard Morningstar Small-Cap Value ETF worth $65K as of Q1 2018.
Hefty Wealth Partners sold 126 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2018, an estimated $16.7K.
Vanguard Morningstar Small-Cap Value ETF made up 0.04% of Hefty Wealth Partners's portfolio in Q1 2018, its #126 holding.
Hefty Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.56M in Q4 2015.
591 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.