Capital Advisors Inc’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.39M | Hold |
|
|||||
|
2025
Q2 | $1.31M | Hold |
|
|||||
|
2025
Q1 | $1.16M | Hold |
|
|||||
|
2024
Q4 | $1.19M | Hold |
|
|||||
|
2024
Q3 | $1.22M | Hold |
|
|||||
|
2024
Q2 | $1.1M | Hold |
|
|||||
|
2024
Q1 | $1.15M | Hold |
|
|||||
|
2023
Q4 | $1.03M | Hold |
|
|||||
|
2023
Q3 | $915K | Sell |
|
|||||
|
2023
Q2 | $979K | Hold |
|
|||||
|
2023
Q1 | $907K | Hold |
|
|||||
|
2022
Q4 | $870K | Hold |
|
|||||
|
2022
Q3 | $763K | Sell |
|
|||||
|
2022
Q2 | $785K | Buy |
|