IFWM
Institute for Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
2,032
-811
| -29% | -$227K | 0.06% | 286 |
|
|
2025
Q1 | $704K | Buy |
2,843
+448
| +19% | +$111K | 0.09% | 241 |
|
|
2024
Q4 | $609K | Buy |
2,395
+21
| +0.9% | +$5.34K | 0.08% | 253 |
|
|
2024
Q3 | $618K | Buy |
2,374
+1
| +0% | +$260 | 0.08% | 256 |
|
|
2024
Q2 | $558K | Sell |
2,373
-14
| -0.6% | -$3.29K | 0.07% | 257 |
|
|
2024
Q1 | $583K | Sell |
2,387
-51
| -2% | -$12.5K | 0.08% | 259 |
|
|
2023
Q4 | $537K | Sell |
2,438
-289
| -11% | -$63.7K | 0.09% | 249 |
|
|
2023
Q3 | $532K | Buy |
2,727
+42
| +2% | +$8.19K | 0.1% | 244 |
|
|
2023
Q2 | $552K | Buy |
2,685
+24
| +0.9% | +$4.93K | 0.09% | 238 |
|
|
2023
Q1 | $507K | Sell |
2,661
-40
| -1% | -$7.62K | 0.1% | 253 |
|
|
2022
Q4 | $493K | Sell |
2,701
-239
| -8% | -$43.6K | 0.1% | 258 |
|
|
2022
Q3 | $463K | Buy |
+2,940
| New | +$463K | 0.1% | 251 |
|
|
2021
Q4 | – | Sell |
-2,807
| Closed | -$527K | – | 501 |
|
|
2021
Q3 | $527K | Buy |
2,807
+85
| +3% | +$16K | 0.09% | 260 |
|
|
2021
Q2 | $535K | Sell |
2,722
-138
| -5% | -$27.1K | 0.09% | 263 |
|
|
2021
Q1 | $541K | Sell |
2,860
-744
| -21% | -$141K | 0.1% | 246 |
|
|
2020
Q4 | $613K | Buy |
3,604
+199
| +6% | +$33.8K | 0.12% | 202 |
|
|
2020
Q3 | $493K | Sell |
3,405
-1,674
| -33% | -$242K | 0.11% | 225 |
|
|
2020
Q2 | $660K | Buy |
5,079
+1,360
| +37% | +$177K | 0.16% | 176 |
|
|
2020
Q1 | $410K | Sell |
3,719
-1,743
| -32% | -$192K | 0.13% | 217 |
|
|
2019
Q4 | $841K | Buy |
+5,462
| New | +$841K | 0.19% | 157 |
|
|
2019
Q3 | – | Sell |
-8,093
| Closed | -$1.18M | – | 471 |
|
|
2019
Q2 | $1.18M | Buy |
8,093
+1,684
| +26% | +$246K | 0.26% | 112 |
|
|
2019
Q1 | $901K | Buy |
6,409
+4,629
| +260% | +$651K | 0.2% | 143 |
|
|
2018
Q4 | $214K | Buy |
+1,780
| New | +$214K | 0.09% | 235 |
|
|
2018
Q3 | – | Sell |
-10,844
| Closed | -$1.48M | – | 214 |
|
|
2018
Q2 | $1.48M | Buy |
10,844
+864
| +9% | +$118K | 0.47% | 70 |
|
|
2018
Q1 | $1.36M | Buy |
9,980
+3,231
| +48% | +$440K | 0.4% | 79 |
|
|
2017
Q4 | $961K | Buy |
6,749
+494
| +8% | +$70.3K | 0.22% | 135 |
|
|
2017
Q3 | $840K | Sell |
6,255
-1,550
| -20% | -$208K | 0.27% | 129 |
|
|
2017
Q2 | $1M | Buy |
+7,805
| New | +$1M | 0.28% | 113 |
|
|
2015
Q2 | – | Sell |
-1,982
| Closed | -$213K | – | 37 |
|
|
2015
Q1 | $213K | Buy |
+1,982
| New | +$213K | 0.23% | 32 |
|
|
2014
Q4 | – | Sell |
-1,439
| Closed | -$146K | – | 63 |
|
|
2014
Q3 | $146K | Buy |
1,439
+14
| +1% | +$1.42K | 0.14% | 36 |
|
|
2014
Q2 | $149K | Sell |
1,425
-382
| -21% | -$39.9K | 0.13% | 36 |
|
|
2014
Q1 | $182K | Sell |
1,807
-307
| -15% | -$30.9K | 0.16% | 42 |
|
|
2013
Q4 | $211K | Buy |
+2,114
| New | +$211K | 0.15% | 39 |
|