Avantax Planning Partners’s Vanguard Industrials ETF VIS Stock Holding History

Avantax Planning Partners’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$751K	Buy	2,405 +374	+18%	+$121K	0.02%	228
2025 Q4	$606K	Sell	2,031 -2,886	-59%	-$857K	0.02%	240
2025 Q3	$1.46M	Buy	4,917 +3,272	+199%	+$948K	0.04%	159
2025 Q2	$461K	Sell	1,645 -351	-18%	-$90.7K	0.01%	276
2025 Q1	$494K	Buy	+1,996	New	+$517K	0.02%	262
2024 Q3	–	Sell	-2,172	Closed	-$511K	–	486
2024 Q2	$511K	Sell	2,172 -111	-5%	-$26.4K	0.02%	280
2024 Q1	$557K	Buy	2,283 +77	+3%	+$17.5K	0.02%	278
2023 Q4	$486K	Sell	2,206 -41	-2%	-$8.26K	0.02%	242
2023 Q3	$438K	Sell	2,247 -852	-27%	-$175K	0.02%	242
2023 Q2	$637K	Sell	3,099 -1,387	-31%	-$265K	0.03%	215
2023 Q1	$855K	Buy	4,486 +814	+22%	+$155K	0.03%	186
2022 Q4	$671K	Sell	3,672 -367	-9%	-$65.7K	0.03%	206
2022 Q3	$636K	Buy	4,039 +695	+21%	+$121K	0.03%	199
2022 Q2	$546K	Sell	3,344 -878	-21%	-$155K	0.02%	209
2022 Q1	$821K	Sell	4,222 -250	-6%	-$48.1K	0.03%	177
2021 Q4	$908K	Buy	4,472 +1,131	+34%	+$226K	0.04%	164
2021 Q3	$628K	Buy	3,341 +200	+6%	+$39.2K	0.03%	181
2021 Q2	$617K	Sell	3,141 -44	-1%	-$8.65K	0.03%	174
2021 Q1	$603K	Sell	3,185 -276	-8%	-$49.1K	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%	-$2.69K	0.03%	181
2020 Q1	$384K	Buy	3,483 +100	+3%	+$14.2K	0.03%	179
2019 Q4	$521K	Buy	3,383 +62	+2%	+$9.33K	0.03%	172
2019 Q3	$485K	Sell	3,321 -283	-8%	-$40.9K	0.03%	172
2019 Q2	$522K	Sell	3,604 -948	-21%	-$135K	0.03%	165
2019 Q1	$637K	Buy	+4,552	New	+$616K	0.04%	141
2018 Q4	–	Sell	-4,646	Closed	-$686K	–	1164
2018 Q3	$686K	Buy	4,646 +268	+6%	+$38.6K	0.05%	112
2018 Q2	$595K	Sell	4,378 -2,351	-35%	-$328K	0.05%	121
2018 Q1	$936K	Buy	6,729 +2,220	+49%	+$320K	0.08%	102
2017 Q4	$642K	Sell	4,509 -680	-13%	-$93.3K	0.06%	144
2017 Q3	$697K	Buy	5,189 +1,609	+45%	+$208K	0.05%	158
2017 Q2	$460K	Buy	+3,580	New	+$452K	0.04%	200