Key Financial Inc’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $383K | Sell |
1,228
-1
| -0.1% | -$325 | 0.07% | 210 |
|
|
2025
Q4 | $367K | Sell |
1,229
-41
| -3% | -$12.2K | 0.07% | 208 |
|
|
2025
Q3 | $376K | Buy |
1,270
+76
| +6% | +$22K | 0.07% | 206 |
|
|
2025
Q2 | $334K | Buy |
1,194
+63
| +6% | +$16.3K | 0.07% | 209 |
|
|
2025
Q1 | $280K | Hold |
1,131
| – | – | 0.06% | 221 |
|
|
2024
Q4 | $288K | Buy |
1,131
+1
| +0.1% | +$266 | 0.07% | 206 |
|
|
2024
Q3 | $294K | Hold |
1,130
| – | – | 0.06% | 207 |
|
|
2024
Q2 | $266K | Hold |
1,130
| – | – | 0.06% | 207 |
|
|
2024
Q1 | $276K | Hold |
1,130
| – | – | 0.07% | 197 |
|
|
2023
Q4 | $249K | Hold |
1,130
| – | – | 0.07% | 191 |
|
|
2023
Q3 | $220K | Buy |
1,130
+20
| +2% | +$4.1K | 0.07% | 190 |
|
|
2023
Q2 | $228K | Buy |
1,110
+77
| +7% | +$14.7K | 0.08% | 191 |
|
|
2023
Q1 | $197K | Hold |
1,033
| – | – | 0.07% | 198 |
|
|
2022
Q4 | $163K | Hold |
1,033
| – | – | 0.08% | 183 |
|
|
2022
Q3 | $163K | Hold |
1,033
| – | – | 0.08% | 185 |
|
|
2022
Q2 | $170K | Hold |
1,033
| – | – | 0.09% | 169 |
|
|
2022
Q1 | $201K | Hold |
1,033
| – | – | 0.1% | 162 |
|
|
2021
Q4 | $210K | Buy |
1,033
+22
| +2% | +$4.4K | 0.11% | 153 |
|
|
2021
Q3 | $190K | Hold |
1,011
| – | – | 0.11% | 155 |
|
|
2021
Q2 | $200K | Hold |
1,011
| – | – | 0.11% | 154 |
|
|
2021
Q1 | $191K | Hold |
1,011
| – | – | 0.13% | 144 |
|
|
2020
Q4 | $172K | Buy |
+1,011
| New | +$162K | 0.13% | 135 |
|
|
2020
Q2 | – | Sell |
-1,011
| Closed | -$113K | – | 622 |
|
|
2020
Q1 | $113K | Buy |
+1,011
| New | +$143K | 0.12% | 141 |
|
Other funds holding VIS
PCH
BCMIO
MM