IVC Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
845
| – | – | 0.12% | 149 |
|
|
2025
Q1 | $209K | Hold |
845
| – | – | 0.11% | 156 |
|
|
2024
Q4 | $215K | Sell |
845
-50
| -6% | -$12.7K | 0.12% | 147 |
|
|
2024
Q3 | $233K | Sell |
895
-2
| -0.2% | -$520 | 0.13% | 146 |
|
|
2024
Q2 | $211K | Sell |
897
-6
| -0.7% | -$1.41K | 0.12% | 155 |
|
|
2024
Q1 | $220K | Sell |
903
-125
| -12% | -$30.5K | 0.13% | 150 |
|
|
2023
Q4 | $227K | Hold |
1,028
| – | – | 0.14% | 137 |
|
|
2023
Q3 | $200K | Hold |
1,028
| – | – | 0.13% | 143 |
|
|
2023
Q2 | $211K | Buy |
+1,028
| New | +$211K | 0.13% | 140 |
|