Hefty Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-468
Closed -$50K 255
2016
Q2
$50K Buy
+468
New +$50K 0.04% 108
2016
Q1
Sell
-6,365
Closed -$689K 232
2015
Q4
$689K Buy
+6,365
New +$689K 0.66% 54