Hefty Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $3.19M | Sell |
20,687
-1,346
| -6% | -$208K | 2.05% | 10 |
|
|
2017
Q4 | $3.41M | Buy |
22,033
+754
| +4% | +$117K | 2.11% | 13 |
|
|
2017
Q3 | $3.13M | Buy |
21,279
+187
| +0.9% | +$27.5K | 2.07% | 12 |
|
|
2017
Q2 | $3.01M | Buy |
21,092
+1,046
| +5% | +$149K | 2.05% | 14 |
|
|
2017
Q1 | $2.79M | Buy |
20,046
+12,109
| +153% | +$1.69M | 2.03% | 11 |
|
|
2016
Q4 | $1.04M | Buy |
7,937
+353
| +5% | +$46.4K | 0.87% | 38 |
|
|
2016
Q3 | $981K | Buy |
7,584
+600
| +9% | +$77.6K | 0.74% | 49 |
|
|
2016
Q2 | $863K | Buy |
6,984
+932
| +15% | +$115K | 0.71% | 51 |
|
|
2016
Q1 | $733K | Sell |
6,052
-9,123
| -60% | -$1.1M | 0.69% | 59 |
|
|
2015
Q4 | $1.82M | Buy |
+15,175
| New | +$1.82M | 1.74% | 13 |
|