Curi Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-200
Closed -$33K 673
2022
Q2
$33K Hold
200
0.01% 259
2022
Q1
$38K Buy
+200
New +$38K 0.01% 239
2021
Q1
Sell
-156
Closed -$26K 472
2020
Q4
$26K Buy
+156
New +$26K 0.02% 195