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

Hefty Wealth Partners’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$118K	Sell	4,986 -1,278	-20%	-$31.2K	0.08%	99
2017 Q4	$147K	Sell	6,264 -12	-0.2%	-$275	0.09%	92
2017 Q3	$139K	Sell	6,276 -768	-11%	-$16.7K	0.09%	87
2017 Q2	$149K	Sell	7,044 -1,044	-13%	-$21.9K	0.1%	81
2017 Q1	$163K	Buy	8,088 +126	+2%	+$2.49K	0.12%	84
2016 Q4	$147K	Buy	7,962 +114	+1%	+$2.11K	0.12%	76
2016 Q3	$146K	Hold	7,848	–	–	0.11%	88
2016 Q2	$140K	Buy	7,848 +720	+10%	+$12.8K	0.12%	88
2016 Q1	$126K	Hold	7,128	–	–	0.12%	89
2015 Q4	$126K	Buy	+7,128	New	+$128K	0.12%	93

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hefty Wealth Partners's VUG Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Vanguard Growth ETF (VUG) stake by 20% in Q1 2018, selling an estimated $31.2K and leaving 4,986 shares worth $118K. The position accounts for 0.08% of the portfolio, ranked #99.

Hefty Wealth Partners first reported a position in VUG in Q4 2015 and has held it in 10 quarters since. The position peaked at $163K in Q1 2017. 724 funds tracked by Wall St. Rank hold VUG as of Q1 2018.

Hefty Wealth Partners held 4,986 shares of Vanguard Growth ETF worth $118K as of Q1 2018.
Hefty Wealth Partners sold 1,278 Vanguard Growth ETF shares in Q1 2018, an estimated $31.2K.
Vanguard Growth ETF made up 0.08% of Hefty Wealth Partners's portfolio in Q1 2018, its #99 holding.
Hefty Wealth Partners first reported a position in Vanguard Growth ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Vanguard Growth ETF position peaked at $163K in Q1 2017.
724 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.