GeoWealth Management’s Vanguard Industrials ETF VIS Stock Holding History

GeoWealth Management’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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