KWA
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Kellett Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Kellett Wealth Advisors’s Portfolio VIS Stock Details VIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,692
Closed -$4.56M – 85
2024
Q1 		$4.56M Buy
18,692
+3,405
+22% +$831K 3.16% 10
2023
Q4 		$3.37M Buy
15,287
+12,804
+516% +$2.82M 2.51% 11
2023
Q3 		$484K Buy
+2,483
New +$484K 0.41% 31