Hefty Wealth Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $30K | Sell |
231
-72
| -24% | -$9.35K | 0.02% | 158 |
|
|
2017
Q4 | $39K | Sell |
303
-55
| -15% | -$7.08K | 0.02% | 151 |
|
|
2017
Q3 | $44K | Sell |
358
-42
| -11% | -$5.16K | 0.03% | 139 |
|
|
2017
Q2 | $47K | Sell |
400
-11
| -3% | -$1.29K | 0.03% | 126 |
|
|
2017
Q1 | $46K | Sell |
411
-17
| -4% | -$1.9K | 0.03% | 132 |
|
|
2016
Q4 | $45K | Sell |
428
-257
| -38% | -$27K | 0.04% | 124 |
|
|
2016
Q3 | $72K | Sell |
685
-73
| -10% | -$7.67K | 0.05% | 107 |
|
|
2016
Q2 | $77K | Buy |
758
+69
| +10% | +$7.01K | 0.06% | 95 |
|
|
2016
Q1 | $69K | Hold |
689
| – | – | 0.06% | 95 |
|
|
2015
Q4 | $68K | Buy |
+689
| New | +$68K | 0.06% | 100 |
|