DWP
Destiny Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-41,201
| Closed | -$10.7M | – | 175 |
|
|
2024
Q3 | $10.7M | Sell |
41,201
-124
| -0.3% | -$32.2K | 1.88% | 16 |
|
|
2024
Q2 | $9.72M | Sell |
41,325
-3,615
| -8% | -$850K | 1.75% | 19 |
|
|
2024
Q1 | $11M | Sell |
44,940
-5,207
| -10% | -$1.27M | 1.97% | 15 |
|
|
2023
Q4 | $10.8M | Buy |
+50,147
| New | +$10.8M | 2.02% | 13 |
|