Concord Wealth 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 | $24.1K | Hold |
86
| – | – | ﹤0.01% | 445 |
|
|
2025
Q1 | $21.3K | Hold |
86
| – | – | ﹤0.01% | 429 |
|
|
2024
Q4 | $21.9K | Hold |
86
| – | – | ﹤0.01% | 440 |
|
|
2024
Q3 | $22.4K | Hold |
86
| – | – | ﹤0.01% | 455 |
|
|
2024
Q2 | $20.2K | Hold |
86
| – | – | ﹤0.01% | 425 |
|
|
2024
Q1 | $21K | Sell |
86
-2
| -2% | -$488 | ﹤0.01% | 480 |
|
|
2023
Q4 | $19.4K | Hold |
88
| – | – | ﹤0.01% | 481 |
|
|
2023
Q3 | $17.2K | Sell |
88
-47
| -35% | -$9.16K | ﹤0.01% | 531 |
|
|
2023
Q2 | $27.7K | Sell |
135
-8
| -6% | -$1.64K | 0.01% | 455 |
|
|
2023
Q1 | $27.2K | Sell |
143
-141
| -50% | -$26.9K | 0.01% | 438 |
|
|
2022
Q4 | $51.9K | Buy |
+284
| New | +$51.9K | 0.02% | 371 |
|
|
2022
Q3 | – | Sell |
-274
| Closed | -$45K | – | 1112 |
|
|
2022
Q2 | $45K | Hold |
274
| – | – | 0.01% | 394 |
|
|
2022
Q1 | $53K | Sell |
274
-169
| -38% | -$32.7K | 0.01% | 427 |
|
|
2021
Q4 | $90K | Buy |
443
+389
| +720% | +$79K | 0.02% | 328 |
|
|
2021
Q3 | $10K | Sell |
54
-89
| -62% | -$16.5K | ﹤0.01% | 474 |
|
|
2021
Q2 | $28K | Sell |
143
-234
| -62% | -$45.8K | 0.01% | 440 |
|
|
2021
Q1 | $71K | Buy |
377
+367
| +3,670% | +$69.1K | 0.02% | 273 |
|
|
2020
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 570 |
|