Jones Financial Companies’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
9,169
+1,328
| +17% | +$371K | ﹤0.01% | 696 |
|
|
2025
Q1 | $1.93M | Buy |
7,841
+3,795
| +94% | +$935K | ﹤0.01% | 663 |
|
|
2024
Q4 | $1.03M | Buy |
4,046
+1,197
| +42% | +$304K | ﹤0.01% | 733 |
|
|
2024
Q3 | $739K | Buy |
2,849
+354
| +14% | +$91.8K | ﹤0.01% | 693 |
|
|
2024
Q2 | $587K | Buy |
2,495
+1,958
| +365% | +$461K | ﹤0.01% | 522 |
|
|
2024
Q1 | $131K | Buy |
537
+57
| +12% | +$13.9K | ﹤0.01% | 537 |
|
|
2023
Q4 | $106K | Buy |
480
+394
| +458% | +$86.8K | ﹤0.01% | 396 |
|
|
2023
Q3 | $16.8K | Hold |
86
| – | – | ﹤0.01% | 451 |
|
|
2023
Q2 | $17.7K | Sell |
86
-20
| -19% | -$4.11K | ﹤0.01% | 434 |
|
|
2023
Q1 | $20.2K | Hold |
106
| – | – | ﹤0.01% | 421 |
|
|
2022
Q4 | $19K | Hold |
106
| – | – | ﹤0.01% | 430 |
|
|
2022
Q3 | $17K | Hold |
106
| – | – | ﹤0.01% | 393 |
|
|
2022
Q2 | $17K | Hold |
106
| – | – | ﹤0.01% | 431 |
|
|
2022
Q1 | $21K | Hold |
106
| – | – | ﹤0.01% | 433 |
|
|
2021
Q4 | $22K | Hold |
106
| – | – | ﹤0.01% | 457 |
|
|
2021
Q3 | $20K | Hold |
106
| – | – | ﹤0.01% | 430 |
|
|
2021
Q2 | $21K | Buy |
+106
| New | +$21K | ﹤0.01% | 396 |
|
|
2016
Q1 | – | Sell |
-2,352
| Closed | -$238K | – | 230 |
|
|
2015
Q4 | $238K | Buy |
+2,352
| New | +$238K | ﹤0.01% | 221 |
|