Keebeck Wealth Management’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 | $5.03M | Sell |
17,964
-1,250
| -7% | -$350K | 0.66% | 39 |
|
2025
Q1 | $4.76M | Sell |
19,214
-65
| -0.3% | -$16.1K | 0.7% | 40 |
|
2024
Q4 | $4.9M | Hold |
19,279
| – | – | 0.71% | 37 |
|
2024
Q3 | $5.03M | Sell |
19,279
-1,550
| -7% | -$404K | 0.73% | 39 |
|
2024
Q2 | $4.92M | Sell |
20,829
-1,326
| -6% | -$313K | 0.72% | 35 |
|
2024
Q1 | $5.41M | Sell |
22,155
-691
| -3% | -$169K | 0.8% | 30 |
|
2023
Q4 | $5.04M | Sell |
22,846
-64
| -0.3% | -$14.1K | 0.83% | 26 |
|
2023
Q3 | $4.48M | Sell |
22,910
-138
| -0.6% | -$27K | 0.78% | 32 |
|
2023
Q2 | $4.75M | Sell |
23,048
-9
| -0% | -$1.86K | 0.65% | 45 |
|
2023
Q1 | $4.39M | Hold |
23,057
| – | – | 0.71% | 42 |
|
2022
Q4 | $4.21M | Sell |
23,057
-379
| -2% | -$69.2K | 0.74% | 36 |
|
2022
Q3 | $3.71M | Sell |
23,436
-669
| -3% | -$106K | 0.71% | 38 |
|
2022
Q2 | $3.94M | Sell |
24,105
-1,153
| -5% | -$188K | 0.75% | 36 |
|
2022
Q1 | $4.91M | Hold |
25,258
| – | – | 0.81% | 27 |
|
2021
Q4 | $5.13M | Sell |
25,258
-910
| -3% | -$185K | 0.91% | 24 |
|
2021
Q3 | $4.93M | Hold |
26,168
| – | – | 0.97% | 24 |
|
2021
Q2 | $5.14M | Buy |
26,168
+3,128
| +14% | +$615K | 0.74% | 33 |
|
2021
Q1 | $4.36M | Sell |
23,040
-3,556
| -13% | -$673K | 0.68% | 35 |
|
2020
Q4 | $4.52M | Hold |
26,596
| – | – | 0.79% | 30 |
|
2020
Q3 | $3.85M | Sell |
26,596
-292
| -1% | -$42.3K | 0.79% | 28 |
|
2020
Q2 | $3.49M | Sell |
26,888
-10,017
| -27% | -$1.3M | 1.1% | 19 |
|
2020
Q1 | $4.07M | Hold |
36,905
| – | – | 1.69% | 12 |
|
2019
Q4 | $5.68M | Buy |
+36,905
| New | +$5.68M | 1.8% | 11 |
|