Hefty Wealth Partners’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $174K | Sell |
1,686
-355
| -17% | -$36.6K | 0.11% | 91 |
|
|
2017
Q4 | $217K | Hold |
2,041
| – | – | 0.13% | 82 |
|
|
2017
Q3 | $204K | Sell |
2,041
-264
| -11% | -$26.4K | 0.13% | 81 |
|
|
2017
Q2 | $222K | Sell |
2,305
-312
| -12% | -$30K | 0.15% | 73 |
|
|
2017
Q1 | $249K | Buy |
2,617
+104
| +4% | +$9.9K | 0.18% | 75 |
|
|
2016
Q4 | $233K | Buy |
2,513
+163
| +7% | +$15.1K | 0.2% | 69 |
|
|
2016
Q3 | $204K | Buy |
2,350
+194
| +9% | +$16.8K | 0.15% | 81 |
|
|
2016
Q2 | $183K | Sell |
2,156
-105
| -5% | -$8.91K | 0.15% | 83 |
|
|
2016
Q1 | $186K | Hold |
2,261
| – | – | 0.17% | 83 |
|
|
2015
Q4 | $184K | Buy |
+2,261
| New | +$184K | 0.18% | 89 |
|