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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.88M Buy
13,870
+506
+4% +$142K 0.06% 235
2025
Q1
$3.31M Buy
13,364
+361
+3% +$89.4K 0.06% 239
2024
Q4
$3.31M Buy
13,003
+629
+5% +$160K 0.06% 224
2024
Q3
$3.22M Sell
12,374
-1,170
-9% -$304K 0.07% 217
2024
Q2
$3.19M Buy
13,544
+334
+3% +$78.6K 0.08% 192
2024
Q1
$3.23M Buy
13,210
+188
+1% +$45.9K 0.08% 187
2023
Q4
$2.89M Buy
13,022
+957
+8% +$212K 0.08% 189
2023
Q3
$2.35M Buy
12,065
+3,164
+36% +$617K 0.07% 201
2023
Q2
$1.83M Buy
8,901
+3,226
+57% +$663K 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% +$1.45M 0.08% 91
2021
Q3
$571K Buy
+2,980
New +$571K 0.02% 162