Apexium Financial’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $979K | Buy |
3,494
+1
| +0% | +$280 | 0.05% | 130 |
|
|
2025
Q1 | $865K | Sell |
3,493
-51
| -1% | -$12.6K | 0.05% | 131 |
|
|
2024
Q4 | $902K | Sell |
3,544
-115
| -3% | -$29.3K | 0.05% | 117 |
|
|
2024
Q3 | $954K | Buy |
3,659
+13
| +0.4% | +$3.39K | 0.06% | 101 |
|
|
2024
Q2 | $860K | Hold |
3,646
| – | – | 0.06% | 102 |
|
|
2024
Q1 | $890K | Buy |
3,646
+12
| +0.3% | +$2.93K | 0.07% | 103 |
|
|
2023
Q4 | $801K | Sell |
3,634
-71
| -2% | -$15.7K | 0.06% | 141 |
|
|
2023
Q3 | $724K | Sell |
3,705
-9
| -0.2% | -$1.76K | 0.07% | 105 |
|
|
2023
Q2 | $766K | Sell |
3,714
-90
| -2% | -$18.6K | 0.07% | 104 |
|
|
2023
Q1 | $725K | Sell |
3,804
-177
| -4% | -$33.7K | 0.07% | 107 |
|
|
2022
Q4 | $727K | Buy |
3,981
+680
| +21% | +$124K | 0.08% | 100 |
|
|
2022
Q3 | $520K | Buy |
+3,301
| New | +$520K | 0.06% | 118 |
|
|
2020
Q2 | – | Sell |
-1,996
| Closed | -$220K | – | 82 |
|
|
2020
Q1 | $220K | Buy |
+1,996
| New | +$220K | 0.29% | 50 |
|