HNWAG
High Net Worth Advisory Group’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Sell |
2,123
-2,192
| -51% | -$614K | 0.16% | 119 |
|
|
2025
Q1 | $1.07M | Sell |
4,315
-127
| -3% | -$31.5K | 0.3% | 77 |
|
|
2024
Q4 | $1.13M | Buy |
4,442
+274
| +7% | +$69.7K | 0.32% | 72 |
|
|
2024
Q3 | $1.08M | Buy |
4,168
+763
| +22% | +$199K | 0.3% | 75 |
|
|
2024
Q2 | $801K | Buy |
3,405
+1,249
| +58% | +$294K | 0.24% | 89 |
|
|
2024
Q1 | $527K | Sell |
2,156
-100
| -4% | -$24.4K | 0.17% | 116 |
|
|
2023
Q4 | $498K | Buy |
2,256
+3
| +0.1% | +$662 | 0.18% | 107 |
|
|
2023
Q3 | $440K | Buy |
2,253
+2
| +0.1% | +$390 | 0.18% | 112 |
|
|
2023
Q2 | $463K | Buy |
2,251
+50
| +2% | +$10.3K | 0.18% | 117 |
|
|
2023
Q1 | $420K | Sell |
2,201
-1
| -0% | -$191 | 0.17% | 118 |
|
|
2022
Q4 | $402K | Buy |
2,202
+3
| +0.1% | +$548 | 0.16% | 124 |
|
|
2022
Q3 | $346K | Hold |
2,199
| – | – | 0.15% | 128 |
|
|
2022
Q2 | $359K | Sell |
2,199
-129
| -6% | -$21.1K | 0.15% | 128 |
|
|
2022
Q1 | $453K | Buy |
2,328
+188
| +9% | +$36.6K | 0.16% | 114 |
|
|
2021
Q4 | $434K | Buy |
+2,140
| New | +$434K | 0.15% | 122 |
|