Clear Perspective Advisors’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-982
| Closed | -$133K | – | 424 |
|
|
2018
Q2 | $133K | Hold |
982
| – | – | 0.09% | 171 |
|
|
2018
Q1 | $137K | Sell |
982
-218
| -18% | -$30.4K | 0.1% | 163 |
|
|
2017
Q4 | $171K | Hold |
1,200
| – | – | 0.13% | 145 |
|
|
2017
Q3 | $161K | Hold |
1,200
| – | – | 0.13% | 146 |
|
|
2017
Q2 | $154K | Hold |
1,200
| – | – | 0.13% | 138 |
|
|
2017
Q1 | $148K | Buy |
+1,200
| New | +$148K | 0.1% | 140 |
|