Financial Advisory 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 | $4.46M | Buy |
15,916
+295
| +2% | +$82.6K | 1.4% | 23 |
|
2025
Q1 | $3.87M | Sell |
15,621
-1,741
| -10% | -$431K | 1.29% | 27 |
|
2024
Q4 | $4.42M | Buy |
17,362
+432
| +3% | +$110K | 1.47% | 20 |
|
2024
Q3 | $4.4M | Buy |
16,930
+234
| +1% | +$60.9K | 1.46% | 20 |
|
2024
Q2 | $3.93M | Sell |
16,696
-113
| -0.7% | -$26.6K | 1.47% | 19 |
|
2024
Q1 | $4.1M | Sell |
16,809
-3,216
| -16% | -$785K | 1.59% | 19 |
|
2023
Q4 | $4.41M | Buy |
20,025
+667
| +3% | +$147K | 1.6% | 18 |
|
2023
Q3 | $3.77M | Buy |
19,358
+77
| +0.4% | +$15K | 1.52% | 26 |
|
2023
Q2 | $3.96M | Sell |
19,281
-144
| -0.7% | -$29.6K | 1.53% | 29 |
|
2023
Q1 | $3.7M | Sell |
19,425
-239
| -1% | -$45.5K | 1.47% | 31 |
|
2022
Q4 | $3.59M | Sell |
19,664
-608
| -3% | -$111K | 1.48% | 33 |
|
2022
Q3 | $3.19M | Buy |
20,272
+219
| +1% | +$34.5K | 1.39% | 41 |
|
2022
Q2 | $3.28M | Buy |
20,053
+1,055
| +6% | +$172K | 1.35% | 39 |
|
2022
Q1 | $3.69M | Buy |
18,998
+2,299
| +14% | +$447K | 1.37% | 36 |
|
2021
Q4 | $3.39M | Buy |
+16,699
| New | +$3.39M | 1.24% | 40 |
|