Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,634
| Closed | -$405K | – | 213 |
|
|
2019
Q4 | $405K | Buy |
2,634
+18
| +0.7% | +$2.77K | 0.05% | 138 |
|
|
2019
Q3 | $382K | Hold |
2,616
| – | – | 0.05% | 136 |
|
|
2019
Q2 | $381K | Buy |
2,616
+1,077
| +70% | +$157K | 0.05% | 132 |
|
|
2019
Q1 | $220K | Buy |
1,539
+527
| +52% | +$75.3K | 0.03% | 180 |
|
|
2018
Q4 | $122K | Buy |
+1,012
| New | +$122K | 0.02% | 224 |
|