Cerity Partners’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 | $2.12M | Buy |
7,577
+341
| +5% | +$95.5K | ﹤0.01% | 1187 |
|
|
2025
Q1 | $1.79M | Sell |
7,236
-1,538
| -18% | -$381K | ﹤0.01% | 1170 |
|
|
2024
Q4 | $2.23M | Buy |
8,774
+1,776
| +25% | +$452K | ﹤0.01% | 1058 |
|
|
2024
Q3 | $1.82M | Sell |
6,998
-878
| -11% | -$228K | ﹤0.01% | 1132 |
|
|
2024
Q2 | $1.85M | Buy |
7,876
+4,553
| +137% | +$1.07M | ﹤0.01% | 941 |
|
|
2024
Q1 | $797K | Sell |
3,323
-2,184
| -40% | -$524K | ﹤0.01% | 1379 |
|
|
2023
Q4 | $1.21M | Sell |
5,507
-211
| -4% | -$46.5K | ﹤0.01% | 914 |
|
|
2023
Q3 | $1.11M | Buy |
5,718
+3,714
| +185% | +$724K | 0.01% | 724 |
|
|
2023
Q2 | $412K | Sell |
2,004
-10,689
| -84% | -$2.2M | ﹤0.01% | 1265 |
|
|
2023
Q1 | $2.42M | Buy |
12,693
+535
| +4% | +$102K | 0.01% | 667 |
|
|
2022
Q4 | $2.22M | Buy |
12,158
+2,053
| +20% | +$375K | 0.01% | 511 |
|
|
2022
Q3 | $1.59M | Buy |
+10,105
| New | +$1.59M | 0.02% | 413 |
|