Hefty Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$209K Sell
4,442
-1,397
-24% -$65.7K 0.13% 86
2017
Q4
$268K Buy
5,839
+750
+15% +$34.4K 0.17% 80
2017
Q3
$222K Buy
5,089
+650
+15% +$28.4K 0.15% 77
2017
Q2
$181K Sell
4,439
-13
-0.3% -$530 0.12% 80
2017
Q1
$176K Sell
4,452
-155
-3% -$6.13K 0.13% 81
2016
Q4
$164K Sell
4,607
-120
-3% -$4.27K 0.14% 74
2016
Q3
$177K Buy
4,727
+45
+1% +$1.69K 0.13% 84
2016
Q2
$164K Sell
4,682
-74
-2% -$2.59K 0.14% 85
2016
Q1
$164K Buy
4,756
+855
+22% +$29.5K 0.15% 87
2015
Q4
$127K Buy
+3,901
New +$127K 0.12% 92