APP
Avantax Planning Partners’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
1,645
-351
| -18% | -$98.3K | 0.01% | 276 |
|
|
2025
Q1 | $494K | Buy |
+1,996
| New | +$494K | 0.02% | 262 |
|
|
2024
Q3 | – | Sell |
-2,172
| Closed | -$511K | – | 486 |
|
|
2024
Q2 | $511K | Sell |
2,172
-111
| -5% | -$26.1K | 0.02% | 280 |
|
|
2024
Q1 | $557K | Buy |
2,283
+77
| +3% | +$18.8K | 0.02% | 278 |
|
|
2023
Q4 | $486K | Sell |
2,206
-41
| -2% | -$9.04K | 0.02% | 242 |
|
|
2023
Q3 | $438K | Sell |
2,247
-852
| -27% | -$166K | 0.02% | 242 |
|
|
2023
Q2 | $637K | Sell |
3,099
-1,387
| -31% | -$285K | 0.03% | 215 |
|
|
2023
Q1 | $855K | Buy |
4,486
+814
| +22% | +$155K | 0.03% | 186 |
|
|
2022
Q4 | $671K | Sell |
3,672
-367
| -9% | -$67K | 0.03% | 206 |
|
|
2022
Q3 | $636K | Buy |
4,039
+695
| +21% | +$109K | 0.03% | 199 |
|
|
2022
Q2 | $546K | Sell |
3,344
-878
| -21% | -$143K | 0.02% | 209 |
|
|
2022
Q1 | $821K | Sell |
4,222
-250
| -6% | -$48.6K | 0.03% | 177 |
|
|
2021
Q4 | $908K | Buy |
4,472
+1,131
| +34% | +$230K | 0.04% | 164 |
|
|
2021
Q3 | $628K | Buy |
3,341
+200
| +6% | +$37.6K | 0.03% | 181 |
|
|
2021
Q2 | $617K | Sell |
3,141
-44
| -1% | -$8.64K | 0.03% | 174 |
|
|
2021
Q1 | $603K | Sell |
3,185
-276
| -8% | -$52.3K | 0.03% | 172 |
|
|
2020
Q4 | $588K | Hold |
3,461
| – | – | 0.03% | 169 |
|
|
2020
Q3 | $501K | Hold |
3,461
| – | – | 0.03% | 178 |
|
|
2020
Q2 | $450K | Sell |
3,461
-22
| -0.6% | -$2.86K | 0.03% | 181 |
|
|
2020
Q1 | $384K | Buy |
3,483
+100
| +3% | +$11K | 0.03% | 179 |
|
|
2019
Q4 | $521K | Buy |
3,383
+62
| +2% | +$9.55K | 0.03% | 172 |
|
|
2019
Q3 | $485K | Sell |
3,321
-283
| -8% | -$41.3K | 0.03% | 172 |
|
|
2019
Q2 | $522K | Sell |
3,604
-948
| -21% | -$137K | 0.03% | 165 |
|
|
2019
Q1 | $637K | Buy |
+4,552
| New | +$637K | 0.04% | 141 |
|
|
2018
Q4 | – | Sell |
-4,646
| Closed | -$686K | – | 1162 |
|
|
2018
Q3 | $686K | Buy |
4,646
+268
| +6% | +$39.6K | 0.05% | 112 |
|
|
2018
Q2 | $595K | Sell |
4,378
-2,351
| -35% | -$320K | 0.05% | 121 |
|
|
2018
Q1 | $936K | Buy |
6,729
+2,220
| +49% | +$309K | 0.08% | 102 |
|
|
2017
Q4 | $642K | Sell |
4,509
-680
| -13% | -$96.8K | 0.06% | 144 |
|
|
2017
Q3 | $697K | Buy |
5,189
+1,609
| +45% | +$216K | 0.05% | 158 |
|
|
2017
Q2 | $460K | Buy |
+3,580
| New | +$460K | 0.04% | 200 |
|