Bard Financial Services’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$308K | – | 309 |
|
|
2023
Q2 | $308K | Hold |
1,500
| – | – | 0.02% | 253 |
|
|
2023
Q1 | $286K | Hold |
1,500
| – | – | 0.02% | 267 |
|
|
2022
Q4 | $274K | Hold |
1,500
| – | – | 0.02% | 254 |
|
|
2022
Q3 | $236K | Hold |
1,500
| – | – | 0.02% | 257 |
|
|
2022
Q2 | $245K | Hold |
1,500
| – | – | 0.02% | 249 |
|
|
2022
Q1 | $292K | Hold |
1,500
| – | – | 0.02% | 245 |
|
|
2021
Q4 | $304K | Hold |
1,500
| – | – | 0.02% | 235 |
|
|
2021
Q3 | $282K | Hold |
1,500
| – | – | 0.03% | 230 |
|
|
2021
Q2 | $295K | Hold |
1,500
| – | – | 0.03% | 223 |
|
|
2021
Q1 | $284K | Hold |
1,500
| – | – | 0.03% | 215 |
|
|
2020
Q4 | $255K | Buy |
+1,500
| New | +$255K | 0.03% | 221 |
|