GeoWealth Management’s Vanguard Industrials ETF VIS Stock Holding History

GeoWealth Management’s Portfolio VIS Stock Details VIS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$4.76K	Sell
2025 Q1	$4.7K	Buy
2024 Q4	$3.05K	Sell
2024 Q3	$644K	Sell
2024 Q2	$585K	Hold
2024 Q1	$607K	Buy
2023 Q4	$543K	Buy
2022 Q1	–	Sell
2021 Q4	$113K	Sell
2021 Q3	$286K	Buy