Elevation Wealth Partners’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 | $90.8K | Hold |
324
| – | – | 0.04% | 182 |
|
|
2025
Q1 | $80.3K | Buy |
324
+1
| +0.3% | +$248 | 0.03% | 189 |
|
|
2024
Q4 | $82.3K | Buy |
323
+2
| +0.6% | +$509 | 0.03% | 185 |
|
|
2024
Q3 | $83.5K | Hold |
321
| – | – | 0.04% | 180 |
|
|
2024
Q2 | $75.5K | Sell |
321
-31
| -9% | -$7.3K | 0.04% | 182 |
|
|
2024
Q1 | $86K | Sell |
352
-120
| -25% | -$29.3K | 0.04% | 172 |
|
|
2023
Q4 | $92K | Hold |
472
| – | – | 0.06% | 159 |
|
|
2023
Q3 | $92K | Hold |
472
| – | – | 0.08% | 100 |
|
|
2023
Q2 | $97K | Hold |
472
| – | – | 0.08% | 104 |
|
|
2023
Q1 | $89.9K | Buy |
+472
| New | +$89.9K | 0.08% | 109 |
|