Hefty Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$118K Sell
2017
Q4
$147K Sell
2017
Q3
$139K Sell
2017
Q2
$149K Sell
2017
Q1
$163K Buy
2016
Q4
$147K Buy
2016
Q3
$146K Hold
2016
Q2
$140K Buy
2016
Q1
$126K Hold
2015
Q4
$126K Buy