JFS Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.6K | Buy |
+38
| New | +$10.6K | ﹤0.01% | 847 |
|
2022
Q4 | – | Sell |
-312
| Closed | -$49K | – | 1998 |
|
2022
Q3 | $49K | Hold |
312
| – | – | 0.01% | 380 |
|
2022
Q2 | $51K | Hold |
312
| – | – | 0.01% | 392 |
|
2022
Q1 | $61K | Buy |
+312
| New | +$61K | 0.01% | 385 |
|
2020
Q4 | – | Sell |
-128
| Closed | -$19K | – | 630 |
|
2020
Q3 | $19K | Buy |
+128
| New | +$19K | ﹤0.01% | 321 |
|