Atlas Private Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-54
| Closed | -$10K | – | 688 |
|
|
2021
Q3 | $10K | Hold |
54
| – | – | 0.01% | 473 |
|
|
2021
Q2 | $11K | Sell |
54
-95
| -64% | -$19.4K | 0.01% | 458 |
|
|
2021
Q1 | $28K | Sell |
149
-27
| -15% | -$5.07K | 0.02% | 316 |
|
|
2020
Q4 | $30K | Hold |
176
| – | – | 0.02% | 283 |
|
|
2020
Q3 | $25K | Buy |
176
+25
| +17% | +$3.55K | 0.02% | 284 |
|
|
2020
Q2 | $20K | Buy |
+151
| New | +$20K | 0.02% | 318 |
|