Hefty Wealth Partners’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$174K Sell
2017
Q4
$217K Hold
2017
Q3
$204K Sell
2017
Q2
$222K Sell
2017
Q1
$249K Buy
2016
Q4
$233K Buy
2016
Q3
$204K Buy
2016
Q2
$183K Sell
2016
Q1
$186K Hold
2015
Q4
$184K Buy