Clear Perspectives Financial Planning’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $19.1K | Sell |
100
-100
| -50% | -$19.1K | 0.01% | 115 |
|
|
2022
Q4 | $36.5K | Sell |
200
-450
| -69% | -$82.2K | 0.02% | 96 |
|
|
2022
Q3 | $102K | Sell |
650
-150
| -19% | -$23.5K | 0.05% | 59 |
|
|
2022
Q2 | $131K | Hold |
800
| – | – | 0.05% | 61 |
|
|
2022
Q1 | $156K | Hold |
800
| – | – | 0.06% | 58 |
|
|
2021
Q4 | $162K | Hold |
800
| – | – | 0.07% | 62 |
|
|
2021
Q3 | $150K | Hold |
800
| – | – | 0.07% | 65 |
|
|
2021
Q2 | $157K | Buy |
800
+100
| +14% | +$19.6K | 0.08% | 65 |
|
|
2021
Q1 | $132K | Hold |
700
| – | – | 0.08% | 62 |
|
|
2020
Q4 | $119K | Buy |
+700
| New | +$119K | 0.08% | 63 |
|