Birchcreek Wealth Management’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 | $1.49M | Buy |
5,315
+188
| +4% | +$52.7K | 0.84% | 22 |
|
|
2025
Q1 | $1.27M | Buy |
5,127
+228
| +5% | +$56.4K | 0.8% | 24 |
|
|
2024
Q4 | $1.25M | Sell |
4,899
-137
| -3% | -$34.9K | 0.78% | 27 |
|
|
2024
Q3 | $1.31M | Buy |
5,036
+2
| +0% | +$520 | 0.86% | 26 |
|
|
2024
Q2 | $1.18M | Sell |
5,034
-295
| -6% | -$69.4K | 0.67% | 33 |
|
|
2024
Q1 | $1.3M | Sell |
5,329
-219
| -4% | -$53.5K | 0.68% | 41 |
|
|
2023
Q4 | $1.22M | Sell |
5,548
-749
| -12% | -$165K | 0.73% | 36 |
|
|
2023
Q3 | $1.23M | Sell |
6,297
-75
| -1% | -$14.6K | 0.83% | 31 |
|
|
2023
Q2 | $1.31M | Buy |
6,372
+345
| +6% | +$70.9K | 0.91% | 29 |
|
|
2023
Q1 | $1.15M | Sell |
6,027
-227
| -4% | -$43.2K | 0.91% | 31 |
|
|
2022
Q4 | $1.14M | Buy |
6,254
+703
| +13% | +$128K | 1.02% | 27 |
|
|
2022
Q3 | $875K | Buy |
5,551
+500
| +10% | +$78.8K | 0.81% | 31 |
|
|
2022
Q2 | $825K | Buy |
5,051
+508
| +11% | +$83K | 0.74% | 41 |
|
|
2022
Q1 | $883K | Sell |
4,543
-228
| -5% | -$44.3K | 0.78% | 38 |
|
|
2021
Q4 | $968K | Sell |
4,771
-546
| -10% | -$111K | 0.84% | 32 |
|
|
2021
Q3 | $999K | Buy |
5,317
+47
| +0.9% | +$8.83K | 0.93% | 27 |
|
|
2021
Q2 | $1.04M | Sell |
5,270
-40
| -0.8% | -$7.86K | 1% | 26 |
|
|
2021
Q1 | $1.01M | Sell |
5,310
-1,667
| -24% | -$316K | 1.06% | 24 |
|
|
2020
Q4 | $1.19M | Buy |
+6,977
| New | +$1.19M | 1.16% | 24 |
|