IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $627K | Buy |
2,008
+359
| +22% | +$117K | 0.01% | 873 |
|
|
2025
Q4 | $492K | Buy |
1,649
+94
| +6% | +$27.9K | 0.01% | 941 |
|
|
2025
Q3 | $461K | Buy |
1,555
+375
| +32% | +$109K | 0.01% | 888 |
|
|
2025
Q2 | $330K | Sell |
1,180
-43
| -4% | -$11.1K | 0.01% | 1020 |
|
|
2025
Q1 | $303K | Sell |
1,223
-40
| -3% | -$10.4K | 0.01% | 982 |
|
|
2024
Q4 | $321K | Buy |
1,263
+670
| +113% | +$178K | 0.01% | 912 |
|
|
2024
Q3 | $154K | Hold |
593
| – | – | 0.01% | 1208 |
|
|
2024
Q2 | $139K | Sell |
593
-253
| -30% | -$60.3K | 0.01% | 1213 |
|
|
2024
Q1 | $207K | Sell |
846
-396
| -32% | -$90K | 0.01% | 988 |
|
|
2023
Q4 | $274K | Buy |
1,242
+140
| +13% | +$28.2K | 0.01% | 819 |
|
|
2023
Q3 | $216K | Sell |
1,102
-3
| -0.3% | -$616 | 0.01% | 931 |
|
|
2023
Q2 | $227K | Sell |
1,105
-236
| -18% | -$45.1K | 0.01% | 961 |
|
|
2023
Q1 | $190K | Sell |
1,341
-440
| -25% | -$83.6K | 0.01% | 964 |
|
|
2022
Q4 | $259K | Sell |
1,781
-839
| -32% | -$150K | 0.01% | 1220 |
|
|
2022
Q3 | $371K | Buy |
2,620
+52
| +2% | +$9.06K | 0.01% | 1072 |
|
|
2022
Q2 | $364K | Hold |
2,568
| – | – | 0.01% | 984 |
|
|
2022
Q1 | $364K | Buy |
2,568
+1,325
| +107% | +$255K | 0.01% | 984 |
|
|
2021
Q4 | $250K | Sell |
1,243
-95
| -7% | -$19K | ﹤0.01% | 857 |
|
|
2021
Q3 | $252K | Buy |
1,338
+6
| +0.5% | +$1.18K | 0.01% | 843 |
|
|
2021
Q2 | $263K | Buy |
1,332
+130
| +11% | +$25.6K | 0.01% | 778 |
|
|
2021
Q1 | $229K | Buy |
1,202
+82
| +7% | +$14.6K | ﹤0.01% | 774 |
|
|
2020
Q4 | $190K | Buy |
1,120
+1
| +0.1% | +$160 | 0.01% | 827 |
|
|
2020
Q3 | $163K | Sell |
1,119
-25
| -2% | -$3.53K | 0.01% | 780 |
|
|
2020
Q2 | $148K | Sell |
1,144
-44
| -4% | -$5.37K | 0.01% | 781 |
|
|
2020
Q1 | $136K | Sell |
1,188
-3
| -0.3% | -$425 | 0.01% | 714 |
|
|
2019
Q4 | $183K | Sell |
1,191
-21
| -2% | -$3.16K | 0.01% | 691 |
|
|
2019
Q3 | $177K | Buy |
+1,212
| New | +$175K | 0.01% | 811 |
|
|
2019
Q1 | $133K | Sell |
959
-1,259
| -57% | -$170K | 0.02% | 592 |
|
|
2018
Q4 | $264K | Sell |
2,218
-1,974
| -47% | -$262K | 0.02% | 764 |
|
|
2018
Q3 | $619K | Sell |
4,192
-8,068
| -66% | -$1.16M | 0.03% | 600 |
|
|
2018
Q2 | $1.67M | Sell |
12,260
-4,031
| -25% | -$563K | 0.07% | 289 |
|
|
2018
Q1 | $2.32M | Hold |
16,291
| – | – | 0.11% | 217 |
|
|
2017
Q4 | $2.32M | Sell |
16,291
-559
| -3% | -$76.7K | 0.11% | 217 |
|
|
2017
Q3 | $2.26M | Sell |
16,850
-245
| -1% | -$31.7K | 0.09% | 243 |
|
|
2017
Q2 | $2.19M | Buy |
17,095
+724
| +4% | +$91.4K | 0.09% | 241 |
|
|
2017
Q1 | $2.03M | Buy |
16,371
+5,503
| +51% | +$677K | 0.09% | 248 |
|
|
2016
Q4 | $1.3M | Buy |
10,868
+10,063
| +1,250% | +$1.15M | 0.06% | 334 |
|
|
2016
Q3 | $89K | Buy |
805
+438
| +119% | +$48.4K | ﹤0.01% | 1442 |
|
|
2016
Q2 | $39K | Sell |
367
-592
| -62% | -$62.6K | ﹤0.01% | 1929 |
|
|
2016
Q1 | $133K | Buy |
959
+711
| +287% | +$69.4K | 0.02% | 592 |
|
|
2015
Q4 | $25K | Buy |
+248
| New | +$25.4K | ﹤0.01% | 2041 |
|
Other funds holding VIS
PCH
BCMIO
MM