Kovitz Investment Group Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $2.49M | Sell |
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|
2022
Q4 | $2.4M | Sell |
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|
2022
Q3 | $2.11M | Sell |
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|
2022
Q2 | $2.31M | Sell |
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|
2022
Q1 | $4.42M | Sell |
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|
2021
Q4 | $6.42M | Buy |
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|
2021
Q3 | $5.78M | Sell |
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|
2021
Q2 | $7.67M | Buy |
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|
2021
Q1 | $6.68M | Sell |
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|
2020
Q4 | $6.4M | Sell |
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|
2020
Q3 | $5.93M | Buy |
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|
2020
Q2 | $5.25M | Sell |
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|
2020
Q1 | $4.52M | Buy |
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|
2019
Q4 | $4.47M | Buy |
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|
2019
Q3 | $4M | Buy |
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|
2019
Q2 | $3.9M | Buy |
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|
2019
Q1 | $3.74M | Buy |
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