Heritage Investment Group’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $303K | Sell |
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|
2024
Q3 | $335K | Hold |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $265K | Hold |
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|
2022
Q4 | $254K | Sell |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $306K | Hold |
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|
2022
Q1 | $365K | Hold |
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|
2021
Q4 | $381K | Buy |
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