Hefty Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $118K | Sell |
831
-213
| -20% | -$30.2K | 0.08% | 99 |
|
|
2017
Q4 | $147K | Sell |
1,044
-2
| -0.2% | -$282 | 0.09% | 92 |
|
|
2017
Q3 | $139K | Sell |
1,046
-128
| -11% | -$17K | 0.09% | 87 |
|
|
2017
Q2 | $149K | Sell |
1,174
-174
| -13% | -$22.1K | 0.1% | 81 |
|
|
2017
Q1 | $163K | Buy |
1,348
+21
| +2% | +$2.54K | 0.12% | 84 |
|
|
2016
Q4 | $147K | Buy |
1,327
+19
| +1% | +$2.11K | 0.12% | 76 |
|
|
2016
Q3 | $146K | Hold |
1,308
| – | – | 0.11% | 88 |
|
|
2016
Q2 | $140K | Buy |
1,308
+120
| +10% | +$12.8K | 0.12% | 88 |
|
|
2016
Q1 | $126K | Hold |
1,188
| – | – | 0.12% | 89 |
|
|
2015
Q4 | $126K | Buy |
+1,188
| New | +$126K | 0.12% | 93 |
|