Boston Family Office’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,401
| Closed | -$369K | – | 253 |
|
|
2019
Q4 | $369K | Sell |
2,401
-559
| -19% | -$85.9K | 0.04% | 219 |
|
|
2019
Q3 | $432K | Sell |
2,960
-334
| -10% | -$48.7K | 0.04% | 200 |
|
|
2019
Q2 | $480K | Sell |
3,294
-120
| -4% | -$17.5K | 0.05% | 198 |
|
|
2019
Q1 | $478K | Hold |
3,414
| – | – | 0.05% | 195 |
|
|
2018
Q4 | $411K | Sell |
3,414
-506
| -13% | -$60.9K | 0.05% | 195 |
|
|
2018
Q3 | $579K | Buy |
3,920
+590
| +18% | +$87.1K | 0.06% | 188 |
|
|
2018
Q2 | $452K | Buy |
3,330
+805
| +32% | +$109K | 0.05% | 204 |
|
|
2018
Q1 | $351K | Sell |
2,525
-200
| -7% | -$27.8K | 0.04% | 219 |
|
|
2017
Q4 | $388K | Sell |
2,725
-15
| -0.5% | -$2.14K | 0.04% | 209 |
|
|
2017
Q3 | $368K | Buy |
2,740
+420
| +18% | +$56.4K | 0.04% | 216 |
|
|
2017
Q2 | $298K | Hold |
2,320
| – | – | 0.04% | 224 |
|
|
2017
Q1 | $287K | Buy |
2,320
+90
| +4% | +$11.1K | 0.04% | 223 |
|
|
2016
Q4 | $266K | Buy |
2,230
+100
| +5% | +$11.9K | 0.03% | 220 |
|
|
2016
Q3 | $236K | Buy |
2,130
+200
| +10% | +$22.2K | 0.03% | 231 |
|
|
2016
Q2 | $205K | Buy |
+1,930
| New | +$205K | 0.03% | 242 |
|