Hefty Wealth Partners’s Vanguard 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return