GeoWealth Management’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 | $4.76K | Sell |
17
-2
| -11% | -$560 | ﹤0.01% | 1149 |
|
|
2025
Q1 | $4.7K | Buy |
19
+7
| +58% | +$1.73K | ﹤0.01% | 1016 |
|
|
2024
Q4 | $3.05K | Sell |
12
-2,463
| -100% | -$627K | ﹤0.01% | 1609 |
|
|
2024
Q3 | $644K | Sell |
2,475
-11
| -0.4% | -$2.86K | 0.02% | 416 |
|
|
2024
Q2 | $585K | Hold |
2,486
| – | – | 0.03% | 392 |
|
|
2024
Q1 | $607K | Buy |
2,486
+23
| +0.9% | +$5.62K | 0.02% | 394 |
|
|
2023
Q4 | $543K | Buy |
+2,463
| New | +$543K | 0.04% | 317 |
|
|
2022
Q1 | – | Sell |
-549
| Closed | -$113K | – | 429 |
|
|
2021
Q4 | $113K | Sell |
549
-972
| -64% | -$200K | 0.01% | 302 |
|
|
2021
Q3 | $286K | Buy |
+1,521
| New | +$286K | 0.02% | 269 |
|