HWP
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Hefty Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

Hefty Wealth Partners’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-7,542
Closed -$626K – 231
2015
Q4 		$626K Buy
+7,542
New +$688K 0.6% 62

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W
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UBS Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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VA
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Hefty Wealth Partners's VDE Position: Q1 2016 in Review

Hefty Wealth Partners sold out of Vanguard Energy ETF (VDE) in Q1 2016, closing a stake of 7,542 shares — an estimated $626K sold.

Hefty Wealth Partners first reported a position in VDE in Q4 2015 and held it in 1 quarter. The position peaked at $626K in Q4 2015. 233 funds tracked by Wall St. Rank hold VDE as of Q1 2016.

  • Hefty Wealth Partners reported no remaining Vanguard Energy ETF position as of Q1 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 7,542 Vanguard Energy ETF shares in Q1 2016, an estimated $626K.
  • Hefty Wealth Partners first reported a position in Vanguard Energy ETF in Q4 2015 and held it in 1 quarter.
  • Hefty Wealth Partners's Vanguard Energy ETF position peaked at $626K in Q4 2015.
  • 233 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2016.

Based on Hefty Wealth Partners's 13F filing for Q1 2016, filed 16 May 2016.