Concord Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1K | Hold |
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|
2025
Q1 | $21.3K | Hold |
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|
2024
Q4 | $21.9K | Hold |
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|
2024
Q3 | $22.4K | Hold |
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|
2024
Q2 | $20.2K | Hold |
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|
2024
Q1 | $21K | Sell |
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|
2023
Q4 | $19.4K | Hold |
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|
2023
Q3 | $17.2K | Sell |
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|
2023
Q2 | $27.7K | Sell |
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|
2023
Q1 | $27.2K | Sell |
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|
2022
Q4 | $51.9K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $53K | Sell |
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|
2021
Q4 | $90K | Buy |
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|
2021
Q3 | $10K | Sell |
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|
2021
Q2 | $28K | Sell |
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|
2021
Q1 | $71K | Buy |
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|
2020
Q4 | $2K | Buy |
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