Avantax Planning Partners’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
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|
2025
Q1 | $494K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $511K | Sell |
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|
2024
Q1 | $557K | Buy |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $438K | Sell |
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|
2023
Q2 | $637K | Sell |
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|
2023
Q1 | $855K | Buy |
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|
2022
Q4 | $671K | Sell |
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|
2022
Q3 | $636K | Buy |
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|
2022
Q2 | $546K | Sell |
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|
2022
Q1 | $821K | Sell |
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|
2021
Q4 | $908K | Buy |
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|
2021
Q3 | $628K | Buy |
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|
2021
Q2 | $617K | Sell |
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|
2021
Q1 | $603K | Sell |
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|
2020
Q4 | $588K | Hold |
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|
2020
Q3 | $501K | Hold |
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|
2020
Q2 | $450K | Sell |
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|
2020
Q1 | $384K | Buy |
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|
2019
Q4 | $521K | Buy |
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|
2019
Q3 | $485K | Sell |
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|
2019
Q2 | $522K | Sell |
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|
2019
Q1 | $637K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $686K | Buy |
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|
2018
Q2 | $595K | Sell |
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|
2018
Q1 | $936K | Buy |
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|
2017
Q4 | $642K | Sell |
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|
2017
Q3 | $697K | Buy |
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|
2017
Q2 | $460K | Buy |
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