Corient Private Wealth’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
$18M Buy
64,130
+32,257
+101% +$9.03M 0.02% 446
2025
Q1
$7.89M Sell
31,873
-2,891
-8% -$716K 0.01% 567
2024
Q4
$8.1M Sell
34,764
-2,509
-7% -$585K 0.01% 567
2024
Q3
$9.69M Buy
37,273
+522
+1% +$136K 0.02% 558
2024
Q2
$8.64M Buy
36,751
+11,457
+45% +$2.69M 0.02% 563
2024
Q1
$6.18M Sell
25,294
-10,336
-29% -$2.52M 0.01% 655
2023
Q4
$7.85M Buy
35,630
+236
+0.7% +$52K 0.01% 578
2023
Q3
$6.9M Buy
35,394
+1,002
+3% +$195K 0.02% 563
2023
Q2
$7.07M Buy
34,392
+2,913
+9% +$599K 0.02% 537
2023
Q1
$6M Buy
31,479
+11,637
+59% +$2.22M 0.02% 547
2022
Q4
$3.62M Buy
+19,842
New +$3.62M 0.01% 565