BDO Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-59
| Closed | -$11K | – | 1212 |
|
|
2021
Q1 | $11K | Buy |
+59
| New | +$11K | ﹤0.01% | 724 |
|
|
2019
Q2 | – | Sell |
-347
| Closed | -$49K | – | 698 |
|
|
2019
Q1 | $49K | Hold |
347
| – | – | 0.01% | 282 |
|
|
2018
Q4 | $42K | Buy |
347
+13
| +4% | +$1.57K | 0.01% | 281 |
|
|
2018
Q3 | $49K | Sell |
334
-129
| -28% | -$18.9K | 0.02% | 300 |
|
|
2018
Q2 | $63K | Buy |
463
+28
| +6% | +$3.81K | 0.02% | 265 |
|
|
2018
Q1 | $61K | Sell |
435
-86
| -17% | -$12.1K | 0.02% | 231 |
|
|
2017
Q4 | $74K | Sell |
521
-36
| -6% | -$5.11K | 0.03% | 175 |
|
|
2017
Q3 | $75K | Buy |
557
+60
| +12% | +$8.08K | 0.04% | 156 |
|
|
2017
Q2 | $64K | Buy |
+497
| New | +$64K | 0.03% | 212 |
|