EverSource Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.6K | Hold |
145
| – | – | ﹤0.01% | 1750 |
|
|
2025
Q1 | $35.9K | Sell |
145
-200
| -58% | -$49.5K | ﹤0.01% | 1402 |
|
|
2024
Q4 | $87.8K | Hold |
345
| – | – | ﹤0.01% | 949 |
|
|
2024
Q3 | $89.7K | Hold |
345
| – | – | 0.01% | 834 |
|
|
2024
Q2 | $85.7K | Hold |
345
| – | – | 0.01% | 862 |
|
|
2024
Q1 | $80.7K | Sell |
345
-195
| -36% | -$45.6K | 0.01% | 795 |
|
|
2023
Q4 | $119K | Sell |
540
-313
| -37% | -$69K | 0.01% | 579 |
|
|
2023
Q3 | $166K | Buy |
853
+317
| +59% | +$61.8K | 0.02% | 438 |
|
|
2023
Q2 | $110K | Buy |
536
+50
| +10% | +$10.3K | 0.01% | 548 |
|
|
2023
Q1 | $92.6K | Sell |
486
-29
| -6% | -$5.53K | 0.01% | 563 |
|
|
2022
Q4 | $94.1K | Buy |
+515
| New | +$94.1K | 0.01% | 525 |
|