Hefty Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$42K	Sell	299 -90	-23%	-$13K	0.03%	150
2017 Q4	$55K	Buy	+389	New	+$53.4K	0.03%	139
2016 Q3	–	Sell	-496	Closed	-$52K	–	256
2016 Q2	$52K	Sell	496 -7,907	-94%	-$836K	0.04%	107
2016 Q1	$884K	Buy	8,403 +1,274	+18%	+$124K	0.83%	44
2015 Q4	$720K	Buy	+7,129	New	+$729K	0.69%	50

Other funds holding VIS

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

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

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

Hefty Wealth Partners reduced its Vanguard Industrials ETF (VIS) stake by 23% in Q1 2018, selling an estimated $13K and leaving 299 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #150.

Hefty Wealth Partners first reported a position in VIS in Q4 2015 and has held it in 5 quarters since. The position peaked at $884K in Q1 2016. 208 funds tracked by Wall St. Rank hold VIS as of Q1 2018.

Hefty Wealth Partners held 299 shares of Vanguard Industrials ETF worth $42K as of Q1 2018.
Hefty Wealth Partners sold 90 Vanguard Industrials ETF shares in Q1 2018, an estimated $13K.
Vanguard Industrials ETF made up 0.03% of Hefty Wealth Partners's portfolio in Q1 2018, its #150 holding.
Hefty Wealth Partners first reported a position in Vanguard Industrials ETF in Q4 2015 and has held it in 5 quarters since.
Hefty Wealth Partners's Vanguard Industrials ETF position peaked at $884K in Q1 2016.
208 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2018.

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