Baldwin Wealth Partners’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	$723K	Hold	2,583	–	–	0.05%	121
2025 Q1	$639K	Hold	2,583	–	–	0.04%	127
2024 Q4	$657K	Hold	2,583	–	–	0.05%	126
2024 Q3	$672K	Hold	2,583	–	–	0.05%	160
2024 Q2	$608K	Hold	2,583	–	–	0.05%	125
2024 Q1	$631K	Hold	2,583	–	–	0.05%	134
2023 Q4	$569K	Hold	2,583	–	–	0.04%	138
2023 Q3	$504K	Hold	2,583	–	–	0.04%	149
2023 Q2	$531K	Hold	2,583	–	–	0.04%	151
2023 Q1	$492K	Hold	2,583	–	–	0.04%	158
2022 Q4	$472K	Hold	2,583	–	–	0.04%	161
2022 Q3	$407K	Hold	2,583	–	–	0.06%	112
2022 Q2	$422K	Hold	2,583	–	–	0.05%	117
2022 Q1	$502K	Hold	2,583	–	–	0.05%	118
2021 Q4	$524K	Hold	2,583	–	–	0.05%	121
2021 Q3	$485K	Hold	2,583	–	–	0.05%	115
2021 Q2	$507K	Hold	2,583	–	–	0.06%	117
2021 Q1	$489K	Hold	2,583	–	–	0.06%	106
2020 Q4	$439K	Hold	2,583	–	–	0.06%	110
2020 Q3	$374K	Hold	2,583	–	–	0.05%	120
2020 Q2	$336K	Hold	2,583	–	–	0.05%	122
2020 Q1	$285K	Hold	2,583	–	–	0.05%	125
2019 Q4	$397K	Buy	2,583 +940	+57%	+$144K	0.06%	127
2019 Q3	$240K	Hold	1,643	–	–	0.04%	154
2019 Q2	$240K	Hold	1,643	–	–	0.04%	186
2019 Q1	$230K	Hold	1,643	–	–	0.03%	190
2018 Q4	$198K	Sell	1,643 -1,857	-53%	-$224K	0.03%	191
2018 Q3	$517K	Hold	3,500	–	–	0.07%	126
2018 Q2	$475K	Hold	3,500	–	–	0.07%	128
2018 Q1	$487K	Hold	3,500	–	–	0.08%	123
2017 Q4	$498K	Hold	3,500	–	–	0.08%	129
2017 Q3	$470K	Hold	3,500	–	–	0.08%	128
2017 Q2	$449K	Hold	3,500	–	–	0.07%	130
2017 Q1	$433K	Hold	3,500	–	–	0.07%	136
2016 Q4	$417K	Buy	+3,500	New	+$417K	0.08%	134