HB Wealth 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 | $661K | Sell |
2,358
-374
| -14% | -$105K | 0.01% | 639 |
|
|
2025
Q1 | $676K | Sell |
2,732
-57
| -2% | -$14.1K | 0.01% | 655 |
|
|
2024
Q4 | $710K | Buy |
2,789
+2
| +0.1% | +$509 | 0.01% | 500 |
|
|
2024
Q3 | $725K | Sell |
2,787
-28
| -1% | -$7.28K | 0.01% | 467 |
|
|
2024
Q2 | $662K | Hold |
2,815
| – | – | 0.01% | 457 |
|
|
2024
Q1 | $687K | Buy |
2,815
+26
| +0.9% | +$6.35K | 0.01% | 416 |
|
|
2023
Q4 | $615K | Sell |
2,789
-26
| -0.9% | -$5.73K | 0.01% | 405 |
|
|
2023
Q3 | $549K | Sell |
2,815
-4
| -0.1% | -$780 | 0.01% | 407 |
|
|
2023
Q2 | $579K | Buy |
2,819
+14
| +0.5% | +$2.88K | 0.01% | 382 |
|
|
2023
Q1 | $534K | Buy |
2,805
+22
| +0.8% | +$4.19K | 0.01% | 402 |
|
|
2022
Q4 | $508K | Buy |
2,783
+15
| +0.5% | +$2.74K | 0.01% | 390 |
|
|
2022
Q3 | $436K | Sell |
2,768
-140
| -5% | -$22.1K | 0.01% | 362 |
|
|
2022
Q2 | $475K | Buy |
2,908
+1
| +0% | +$163 | 0.01% | 351 |
|
|
2022
Q1 | $565K | Sell |
2,907
-1,387
| -32% | -$270K | 0.01% | 331 |
|
|
2021
Q4 | $872K | Buy |
+4,294
| New | +$872K | 0.02% | 255 |
|