Aevitas Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $448K | Buy |
+2,452
| New | +$448K | 0.27% | 79 |
|
|
2019
Q2 | – | Sell |
-306
| Closed | -$42K | – | 336 |
|
|
2019
Q1 | $42K | Buy |
306
+1
| +0.3% | +$137 | 0.04% | 200 |
|
|
2018
Q4 | $37K | Sell |
305
-98
| -24% | -$11.9K | 0.04% | 202 |
|
|
2018
Q3 | $60K | Buy |
403
+201
| +100% | +$29.9K | 0.05% | 180 |
|
|
2018
Q2 | $27K | Hold |
202
| – | – | 0.03% | 250 |
|
|
2018
Q1 | $28K | Buy |
202
+1
| +0.5% | +$139 | 0.03% | 228 |
|
|
2017
Q4 | $29K | Buy |
+201
| New | +$29K | 0.03% | 228 |
|