CWM
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Centricity Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Centricity Wealth Management’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$75.3K Hold
269
– – 0.06% 133
2025
Q1 		$66.6K Buy
269
+46
+21% +$11.4K 0.06% 138
2024
Q4 		$56.7K Buy
+223
New +$56.7K 0.05% 153