Avantax Advisory Services’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 | $3.15M | Sell |
11,236
-1,029
| -8% | -$288K | 0.02% | 602 |
|
2025
Q1 | $3.04M | Sell |
12,265
-274
| -2% | -$67.8K | 0.02% | 573 |
|
2024
Q4 | $3.19M | Sell |
12,539
-521
| -4% | -$133K | 0.02% | 543 |
|
2024
Q3 | $3.4M | Sell |
13,060
-718
| -5% | -$187K | 0.02% | 507 |
|
2024
Q2 | $3.24M | Sell |
13,778
-319
| -2% | -$75K | 0.02% | 499 |
|
2024
Q1 | $3.44M | Buy |
14,097
+4,918
| +54% | +$1.2M | 0.03% | 394 |
|
2023
Q4 | $2.02M | Sell |
9,179
-6,844
| -43% | -$1.51M | 0.02% | 496 |
|
2023
Q3 | $3.12M | Buy |
16,023
+7,688
| +92% | +$1.5M | 0.04% | 349 |
|
2023
Q2 | $1.71M | Sell |
8,335
-576
| -6% | -$118K | 0.02% | 504 |
|
2023
Q1 | $1.7M | Sell |
8,911
-114
| -1% | -$21.7K | 0.02% | 487 |
|
2022
Q4 | $1.65M | Buy |
9,025
+4,431
| +96% | +$809K | 0.02% | 475 |
|
2022
Q3 | $724K | Sell |
4,594
-109
| -2% | -$17.2K | 0.01% | 647 |
|
2022
Q2 | $768K | Buy |
4,703
+207
| +5% | +$33.8K | 0.01% | 633 |
|
2022
Q1 | $874K | Buy |
4,496
+173
| +4% | +$33.6K | 0.01% | 586 |
|
2021
Q4 | $877K | Sell |
4,323
-998
| -19% | -$202K | 0.01% | 561 |
|
2021
Q3 | $998K | Sell |
5,321
-435
| -8% | -$81.6K | 0.02% | 491 |
|
2021
Q2 | $1.14M | Buy |
5,756
+1,075
| +23% | +$212K | 0.02% | 446 |
|
2021
Q1 | $886K | Buy |
4,681
+2,149
| +85% | +$407K | 0.02% | 456 |
|
2020
Q4 | $430K | Sell |
2,532
-956
| -27% | -$162K | 0.01% | 600 |
|
2020
Q3 | $504K | Buy |
+3,488
| New | +$504K | 0.01% | 778 |
|