Hefty Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $42K | Sell |
299
-90
| -23% | -$12.6K | 0.03% | 150 |
|
|
2017
Q4 | $55K | Buy |
+389
| New | +$55K | 0.03% | 139 |
|
|
2016
Q3 | – | Sell |
-496
| Closed | -$52K | – | 256 |
|
|
2016
Q2 | $52K | Sell |
496
-7,907
| -94% | -$829K | 0.04% | 107 |
|
|
2016
Q1 | $884K | Buy |
8,403
+1,274
| +18% | +$134K | 0.83% | 44 |
|
|
2015
Q4 | $720K | Buy |
+7,129
| New | +$720K | 0.69% | 50 |
|