Hefty Wealth Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.4M | Sell |
12,770
-56
| -0.4% | -$6.13K | 0.9% | 33 |
|
|
2017
Q4 | $1.43M | Sell |
12,826
-355
| -3% | -$39.6K | 0.89% | 37 |
|
|
2017
Q3 | $1.39M | Sell |
13,181
-4
| -0% | -$422 | 0.92% | 36 |
|
|
2017
Q2 | $1.36M | Sell |
13,185
-519
| -4% | -$53.4K | 0.93% | 36 |
|
|
2017
Q1 | $1.4M | Sell |
13,704
-505
| -4% | -$51.4K | 1.02% | 34 |
|
|
2016
Q4 | $1.38M | Sell |
14,209
-598
| -4% | -$58.1K | 1.16% | 28 |
|
|
2016
Q3 | $1.39M | Sell |
14,807
-1,768
| -11% | -$165K | 1.05% | 30 |
|
|
2016
Q2 | $1.48M | Sell |
16,575
-3,381
| -17% | -$301K | 1.22% | 29 |
|
|
2016
Q1 | $1.74M | Sell |
19,956
-3,454
| -15% | -$301K | 1.63% | 14 |
|
|
2015
Q4 | $2.01M | Buy |
+23,410
| New | +$2.01M | 1.92% | 11 |
|