Caldwell Trust’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.1K | Hold |
136
|
|
||||
|
2025
Q1 | $33.7K | Hold |
136
|
|
||||
|
2024
Q4 | $34.6K | Hold |
136
|
|
||||
|
2024
Q3 | $35.4K | Hold |
136
|
|
||||
|
2024
Q2 | $32K | Hold |
136
|
|
||||
|
2024
Q1 | $33.2K | Hold |
136
|
|
||||
|
2023
Q4 | $30K | Hold |
136
|
|
||||
|
2023
Q3 | $26.5K | Hold |
136
|
|
||||
|
2023
Q2 | $28K | Hold |
136
|
|
||||
|
2023
Q1 | $25.9K | Hold |
136
|
|
||||
|
2022
Q4 | $24.8K | Hold |
136
|
|
||||
|
2022
Q3 | $21.4K | Hold |
136
|
|
||||
|
2022
Q2 | $22.2K | Hold |
136
|
|
||||
|
2022
Q1 | $26.4K | Hold |
136
|
|
||||
|
2021
Q4 | $27.6K | Hold |
136
|
|
||||
|
2021
Q3 | $25.6K | Hold |
136
|
|
||||
|
2021
Q2 | $26.7K | Hold |
136
|
|
||||
|
2021
Q1 | $25.7K | Buy |
136
+28
|
|
||||
|
2020
Q4 | $18.4K | Hold |
108
|
|
||||
|
2020
Q3 | $15.6K | Sell |
108
-27
|
|
||||
|
2020
Q2 | $17.5K | Hold |
135
|
|
||||
|
2020
Q1 | $14.9K | Hold |
135
|
|
||||
|
2019
Q4 | $20.8K | Buy |
+135
|
|