Hefty Wealth Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$30K	Sell	231 -72	-24%	-$9.46K	0.02%	158
2017 Q4	$39K	Sell	303 -55	-15%	-$6.9K	0.02%	151
2017 Q3	$44K	Sell	358 -42	-11%	-$5K	0.03%	139
2017 Q2	$47K	Sell	400 -11	-3%	-$1.28K	0.03%	126
2017 Q1	$46K	Sell	411 -17	-4%	-$1.89K	0.03%	132
2016 Q4	$45K	Sell	428 -257	-38%	-$27K	0.04%	124
2016 Q3	$72K	Sell	685 -73	-10%	-$7.73K	0.05%	107
2016 Q2	$77K	Buy	758 +69	+10%	+$6.97K	0.06%	95
2016 Q1	$69K	Hold	689	–	–	0.06%	95
2015 Q4	$68K	Buy	+689	New	+$69.8K	0.06%	100

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Hefty Wealth Partners reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 24% in Q1 2018, selling an estimated $9.46K and leaving 231 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #158.

Hefty Wealth Partners first reported a position in VOT in Q4 2015 and has held it in 10 quarters since. The position peaked at $77K in Q2 2016. 347 funds tracked by Wall St. Rank hold VOT as of Q1 2018.

Hefty Wealth Partners held 231 shares of Vanguard Mid-Cap Growth ETF worth $30K as of Q1 2018.
Hefty Wealth Partners sold 72 Vanguard Mid-Cap Growth ETF shares in Q1 2018, an estimated $9.46K.
Vanguard Mid-Cap Growth ETF made up 0.02% of Hefty Wealth Partners's portfolio in Q1 2018, its #158 holding.
Hefty Wealth Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Vanguard Mid-Cap Growth ETF position peaked at $77K in Q2 2016.
347 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2018.

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