JPLA
Joseph P. Lucia & Associates’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-100
| Closed | -$16K | – | 427 |
|
|
2022
Q2 | $16K | Hold |
100
| – | – | 0.01% | 277 |
|
|
2022
Q1 | $19K | Buy |
+100
| New | +$19K | 0.01% | 273 |
|
|
2021
Q4 | – | Sell |
-120
| Closed | -$23K | – | 538 |
|
|
2021
Q3 | $23K | Hold |
120
| – | – | 0.01% | 295 |
|
|
2021
Q2 | $24K | Hold |
120
| – | – | 0.01% | 302 |
|
|
2021
Q1 | $23K | Sell |
120
-30
| -20% | -$5.75K | 0.01% | 284 |
|
|
2020
Q4 | $25K | Buy |
+150
| New | +$25K | 0.02% | 250 |
|