Baldwin Wealth 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
Q3 | $765K | Hold |
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|
2025
Q2 | $723K | Hold |
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|
2025
Q1 | $639K | Hold |
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|
2024
Q4 | $657K | Hold |
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|
2024
Q3 | $672K | Hold |
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|
2024
Q2 | $608K | Hold |
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|
2024
Q1 | $631K | Hold |
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|
2023
Q4 | $569K | Hold |
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|
2023
Q3 | $504K | Hold |
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|
2023
Q2 | $531K | Hold |
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|
2023
Q1 | $492K | Hold |
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|
2022
Q4 | $472K | Hold |
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|
2022
Q3 | $407K | Hold |
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|
2022
Q2 | $422K | Hold |
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|
2022
Q1 | $502K | Hold |
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|
2021
Q4 | $524K | Hold |
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|
2021
Q3 | $485K | Hold |
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|
2021
Q2 | $507K | Hold |
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|
2021
Q1 | $489K | Hold |
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|
2020
Q4 | $439K | Hold |
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|
2020
Q3 | $374K | Hold |
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|
2020
Q2 | $336K | Hold |
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|
2020
Q1 | $285K | Hold |
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|
2019
Q4 | $397K | Buy |
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|
2019
Q3 | $240K | Hold |
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|
2019
Q2 | $240K | Hold |
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|
2019
Q1 | $230K | Hold |
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|
2018
Q4 | $198K | Sell |
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|
2018
Q3 | $517K | Hold |
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|
2018
Q2 | $475K | Hold |
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|
2018
Q1 | $487K | Hold |
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|
2017
Q4 | $498K | Hold |
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|
2017
Q3 | $470K | Hold |
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|
2017
Q2 | $449K | Hold |
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|
2017
Q1 | $433K | Hold |
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|
2016
Q4 | $417K | Buy |
|