J.P. Morgan Private Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$14.9M	Sell	76,445 -1,523	-2%	-$297K	0.04%	311
2023 Q2	$16M	Sell	77,968 -9,564	-11%	-$1.97M	0.08%	180
2023 Q1	$16.7M	Sell	87,532 -32,674	-27%	-$6.22M	0.04%	338
2022 Q4	$22M	Buy	120,206 +51,020	+74%	+$9.32M	0.05%	291
2022 Q3	$10.9M	Buy	69,186 +6,420	+10%	+$1.01M	0.03%	380
2022 Q2	$10.3M	Sell	62,766 -4,589	-7%	-$750K	0.03%	396
2022 Q1	$13.1M	Buy	67,355 +17,383	+35%	+$3.38M	0.03%	388
2021 Q4	$10.1M	Buy	49,972 +1,912	+4%	+$388K	0.02%	432
2021 Q3	$9.03M	Buy	48,060 +3,452	+8%	+$649K	0.02%	449
2021 Q2	$8.76M	Buy	44,608 +6,629	+17%	+$1.3M	0.02%	446
2021 Q1	$7.19M	Buy	37,979 +2,624	+7%	+$497K	0.02%	426
2020 Q4	$6.01M	Buy	35,355 +8,995	+34%	+$1.53M	0.02%	440
2020 Q3	$3.82M	Buy	26,360 +748	+3%	+$108K	0.01%	494
2020 Q2	$3.33M	Sell	25,612 -103	-0.4%	-$13.4K	0.02%	459
2020 Q1	$2.84M	Sell	25,715 -2,591	-9%	-$286K	0.02%	453
2019 Q4	$4.36M	Buy	28,306 +8,830	+45%	+$1.36M	0.02%	450
2019 Q3	$2.85M	Buy	19,476 +1,977	+11%	+$289K	0.01%	522
2019 Q2	$2.55M	Buy	17,499 +1,340	+8%	+$195K	0.01%	539
2019 Q1	$2.26M	Sell	16,159 -734	-4%	-$103K	0.01%	582
2018 Q4	$2.03M	Buy	16,893 +6,167	+57%	+$743K	0.01%	565
2018 Q3	$1.58M	Buy	10,726 +1,343	+14%	+$198K	0.01%	679
2018 Q2	$1.27M	Buy	9,383 +1,556	+20%	+$211K	0.01%	703
2018 Q1	$1.09M	Buy	7,827 +325	+4%	+$45.2K	0.01%	633
2017 Q4	$1.07M	Buy	7,502 +1,058	+16%	+$151K	0.01%	644
2017 Q3	$865K	Buy	6,444 +725	+13%	+$97.3K	0.01%	671
2017 Q2	$734K	Buy	5,719 +2,538	+80%	+$326K	0.01%	700
2017 Q1	$394K	Buy	3,181 +281	+10%	+$34.8K	﹤0.01%	952
2016 Q4	$346K	Sell	2,900 -190	-6%	-$22.7K	﹤0.01%	940
2016 Q3	$343K	Sell	3,090 -5,864	-65%	-$651K	﹤0.01%	930
2016 Q2	$952K	Buy	8,954 +6,089	+213%	+$647K	0.01%	607
2016 Q1	$301K	Buy	+2,865	New	+$301K	﹤0.01%	946