Castle Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Castle Wealth Management’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$248K	Sell
2025 Q2	$246K	Hold
2025 Q1	$217K	Hold
2024 Q4	$223K	Buy
2024 Q3	$229K	Hold
2024 Q2	$207K	Hold
2024 Q1	$214K	Buy
2022 Q4	–	Sell
2022 Q3	$135K	Hold
2022 Q2	$139K	Buy