EP Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Buy |
+2,120
| New | +$594K | ﹤0.01% | 723 |
|
|
2024
Q4 | – | Sell |
-1,206
| Closed | -$314K | – | 1325 |
|
|
2024
Q3 | $314K | Buy |
1,206
+207
| +21% | +$53.8K | ﹤0.01% | 839 |
|
|
2024
Q2 | $235K | Buy |
999
+24
| +2% | +$5.65K | ﹤0.01% | 719 |
|
|
2024
Q1 | $238K | Buy |
+975
| New | +$238K | ﹤0.01% | 692 |
|
|
2019
Q3 | – | Sell |
-2,257
| Closed | -$329K | – | 372 |
|
|
2019
Q2 | $329K | Buy |
+2,257
| New | +$329K | 0.02% | 231 |
|