AIA
Allied Investment Advisors’s Vanguard Industrials ETF VIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $298K | Hold |
1,063
| – | – | 0.05% | 75 |
|
2025
Q1 | $263K | Hold |
1,063
| – | – | 0.05% | 75 |
|
2024
Q4 | $270K | Hold |
1,063
| – | – | 0.05% | 70 |
|
2024
Q3 | $276K | Hold |
1,063
| – | – | 0.05% | 63 |
|
2024
Q2 | $250K | Sell |
1,063
-18
| -2% | -$4.23K | 0.06% | 61 |
|
2024
Q1 | $264K | Sell |
1,081
-14
| -1% | -$3.42K | 0.06% | 57 |
|
2023
Q4 | $241K | Sell |
1,095
-70
| -6% | -$15.4K | 0.07% | 58 |
|
2023
Q3 | $227K | Hold |
1,165
| – | – | 0.07% | 54 |
|
2023
Q2 | $239K | Hold |
1,165
| – | – | 0.07% | 54 |
|
2023
Q1 | $222K | Hold |
1,165
| – | – | 0.07% | 54 |
|
2022
Q4 | $213K | Buy |
+1,165
| New | +$213K | 0.07% | 53 |
|
2022
Q2 | – | Sell |
-1,100
| Closed | -$214K | – | 60 |
|
2022
Q1 | $214K | Hold |
1,100
| – | – | 0.07% | 55 |
|
2021
Q4 | $223K | Buy |
1,100
+30
| +3% | +$6.08K | 0.08% | 56 |
|
2021
Q3 | $201K | Buy |
1,070
+40
| +4% | +$7.51K | 0.08% | 54 |
|
2021
Q2 | $202K | Buy |
+1,030
| New | +$202K | 0.08% | 55 |
|