AO
Advisor OS’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,910
| Closed | -$591K | – | 248 |
|
|
2021
Q4 | $591K | Sell |
2,910
-1,756
| -38% | -$357K | 0.12% | 153 |
|
|
2021
Q3 | $877K | Sell |
4,666
-930
| -17% | -$175K | 0.19% | 101 |
|
|
2021
Q2 | $1.1M | Buy |
5,596
+1,000
| +22% | +$196K | 0.23% | 85 |
|
|
2021
Q1 | $870K | Buy |
+4,596
| New | +$870K | 0.2% | 89 |
|
|
2020
Q4 | – | Sell |
-18,389
| Closed | -$2.67M | – | 163 |
|
|
2020
Q3 | $2.67M | Buy |
+18,389
| New | +$2.67M | 1.12% | 18 |
|