HWP
Hefty Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $3.11M | Buy |
25,644
+2,978
| +13% | +$361K | 2% | 13 |
|
|
2017
Q4 | $2.78M | Buy |
22,666
+81
| +0.4% | +$9.93K | 1.72% | 22 |
|
|
2017
Q3 | $2.61M | Sell |
22,585
-190
| -0.8% | -$21.9K | 1.72% | 21 |
|
|
2017
Q2 | $2.53M | Buy |
22,775
+789
| +4% | +$87.6K | 1.73% | 23 |
|
|
2017
Q1 | $2.38M | Buy |
+21,986
| New | +$2.38M | 1.73% | 20 |
|