Hefty Wealth Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $65K | Sell |
504
-126
| -20% | -$16.3K | 0.04% | 126 |
|
|
2017
Q4 | $84K | Buy |
630
+176
| +39% | +$23.5K | 0.05% | 115 |
|
|
2017
Q3 | $58K | Sell |
454
-55
| -11% | -$7.03K | 0.04% | 130 |
|
|
2017
Q2 | $62K | Sell |
509
-13
| -2% | -$1.58K | 0.04% | 118 |
|
|
2017
Q1 | $64K | Sell |
522
-1,186
| -69% | -$145K | 0.05% | 116 |
|
|
2016
Q4 | $206K | Sell |
1,708
-66
| -4% | -$7.96K | 0.17% | 71 |
|
|
2016
Q3 | $196K | Sell |
1,774
-9,155
| -84% | -$1.01M | 0.15% | 82 |
|
|
2016
Q2 | $1.15M | Buy |
10,929
+86
| +0.8% | +$9.05K | 0.95% | 37 |
|
|
2016
Q1 | $1.1M | Sell |
10,843
-15,060
| -58% | -$1.53M | 1.03% | 33 |
|
|
2015
Q4 | $2.56M | Buy |
+25,903
| New | +$2.56M | 2.44% | 8 |
|