Capital Advisors Inc’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 | $1.31M | Hold |
4,692
| – | – | 0.02% | 133 |
|
2025
Q1 | $1.16M | Hold |
4,692
| – | – | 0.02% | 136 |
|
2024
Q4 | $1.19M | Hold |
4,692
| – | – | 0.02% | 130 |
|
2024
Q3 | $1.22M | Hold |
4,692
| – | – | 0.02% | 136 |
|
2024
Q2 | $1.1M | Hold |
4,692
| – | – | 0.02% | 143 |
|
2024
Q1 | $1.15M | Hold |
4,692
| – | – | 0.02% | 144 |
|
2023
Q4 | $1.03M | Hold |
4,692
| – | – | 0.02% | 155 |
|
2023
Q3 | $915K | Sell |
4,692
-70
| -1% | -$13.6K | 0.02% | 137 |
|
2023
Q2 | $979K | Hold |
4,762
| – | – | 0.02% | 135 |
|
2023
Q1 | $907K | Hold |
4,762
| – | – | 0.02% | 140 |
|
2022
Q4 | $870K | Hold |
4,762
| – | – | 0.02% | 145 |
|
2022
Q3 | $763K | Sell |
4,762
-45
| -0.9% | -$7.21K | 0.02% | 143 |
|
2022
Q2 | $785K | Buy |
+4,807
| New | +$785K | 0.02% | 147 |
|