Creative Financial Designs’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.35M | Buy |
4,330
+883
| +26% | +$287K | 0.08% | 196 |
|
|
2025
Q4 | $1.03M | Buy |
3,447
+68
| +2% | +$20.2K | 0.06% | 225 |
|
|
2025
Q3 | $1M | Buy |
3,379
+253
| +8% | +$73.3K | 0.07% | 229 |
|
|
2025
Q2 | $875K | Buy |
3,126
+11
| +0.4% | +$2.84K | 0.06% | 231 |
|
|
2025
Q1 | $771K | Sell |
3,115
-822
| -21% | -$213K | 0.06% | 227 |
|
|
2024
Q4 | $1M | Buy |
3,937
+388
| +11% | +$103K | 0.08% | 196 |
|
|
2024
Q3 | $923K | Buy |
3,549
+237
| +7% | +$58K | 0.08% | 204 |
|
|
2024
Q2 | $779K | Buy |
3,312
+1,565
| +90% | +$373K | 0.07% | 209 |
|
|
2024
Q1 | $427K | Buy |
1,747
+407
| +30% | +$92.5K | 0.04% | 287 |
|
|
2023
Q4 | $295K | Hold |
1,340
| – | – | 0.03% | 314 |
|
|
2023
Q3 | $261K | Hold |
1,340
| – | – | 0.03% | 293 |
|
|
2023
Q2 | $275K | Buy |
1,340
+36
| +3% | +$6.88K | 0.03% | 291 |
|
|
2023
Q1 | $248K | Buy |
1,304
+1
| +0.1% | +$190 | 0.03% | 292 |
|
|
2022
Q4 | $238K | Buy |
1,303
+66
| +5% | +$11.8K | 0.04% | 285 |
|
|
2022
Q3 | $195K | Hold |
1,237
| – | – | 0.03% | 295 |
|
|
2022
Q2 | $202K | Hold |
1,237
| – | – | 0.03% | 289 |
|
|
2022
Q1 | $241K | Hold |
1,237
| – | – | 0.04% | 267 |
|
|
2021
Q4 | $251K | Hold |
1,237
| – | – | 0.04% | 270 |
|
|
2021
Q3 | $232K | Hold |
1,237
| – | – | 0.04% | 276 |
|
|
2021
Q2 | $243K | Hold |
1,237
| – | – | 0.04% | 265 |
|
|
2021
Q1 | $234K | Hold |
1,237
| – | – | 0.05% | 250 |
|
|
2020
Q4 | $210K | Sell |
1,237
-290
| -19% | -$46.4K | 0.04% | 244 |
|
|
2020
Q3 | $221K | Buy |
1,527
+283
| +23% | +$39.9K | 0.05% | 227 |
|
|
2020
Q2 | $162K | Buy |
+1,244
| New | +$152K | 0.05% | 224 |
|
Other funds holding VIS
PCH
BCMIO
MM