Foundations Investment Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.71M	Buy	15,072 +353	+2%	+$115K	0.06%	231
2025 Q4	$4.39M	Buy	14,719 +404	+3%	+$120K	0.06%	239
2025 Q3	$4.24M	Buy	14,315 +445	+3%	+$129K	0.06%	230
2025 Q2	$3.88M	Buy	13,870 +506	+4%	+$131K	0.06%	235
2025 Q1	$3.31M	Buy	13,364 +361	+3%	+$93.4K	0.06%	239
2024 Q4	$3.31M	Buy	13,003 +629	+5%	+$167K	0.06%	224
2024 Q3	$3.22M	Sell	12,374 -1,170	-9%	-$286K	0.07%	217
2024 Q2	$3.19M	Buy	13,544 +334	+3%	+$79.6K	0.08%	192
2024 Q1	$3.23M	Buy	13,210 +188	+1%	+$42.7K	0.08%	187
2023 Q4	$2.89M	Buy	13,022 +957	+8%	+$193K	0.08%	189
2023 Q3	$2.35M	Buy	12,065 +3,164	+36%	+$649K	0.07%	201
2023 Q2	$1.83M	Buy	8,901 +3,226	+57%	+$617K	0.06%	200
2023 Q1	$1.08M	Buy	+5,675	New	+$1.08M	0.04%	226
2022 Q1	–	Sell	-10,171	Closed	-$2.06M	–	370
2021 Q4	$2.06M	Buy	10,171 +7,191	+241%	+$1.44M	0.08%	91
2021 Q3	$571K	Buy	+2,980	New	+$585K	0.02%	162