Laidlaw 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
Q1 | – | Sell |
-7,342
| Closed | -$1.87M | – | 157 |
|
|
2024
Q4 | $1.87M | Buy |
7,342
+132
| +2% | +$33.6K | 0.81% | 35 |
|
|
2024
Q3 | $1.88M | Buy |
7,210
+34
| +0.5% | +$8.84K | 0.93% | 27 |
|
|
2024
Q2 | $1.69M | Sell |
7,176
-37
| -0.5% | -$8.7K | 0.93% | 29 |
|
|
2024
Q1 | $1.76M | Sell |
7,213
-92
| -1% | -$22.5K | 0.98% | 27 |
|
|
2023
Q4 | $1.61M | Sell |
7,305
-206
| -3% | -$45.4K | 0.59% | 43 |
|
|
2023
Q3 | $1.46M | Sell |
7,511
-1,702
| -18% | -$332K | 0.48% | 59 |
|
|
2023
Q2 | $1.89M | Sell |
9,213
-311
| -3% | -$63.9K | 0.37% | 70 |
|
|
2023
Q1 | $1.81M | Sell |
9,524
-1,337
| -12% | -$255K | 0.37% | 72 |
|
|
2022
Q4 | $1.98M | Buy |
10,861
+812
| +8% | +$148K | 0.43% | 66 |
|
|
2022
Q3 | $1.58M | Buy |
10,049
+4,361
| +77% | +$687K | 0.37% | 79 |
|
|
2022
Q2 | $929K | Buy |
5,688
+2,549
| +81% | +$416K | 0.19% | 130 |
|
|
2022
Q1 | $610K | Sell |
3,139
-1,943
| -38% | -$378K | 0.1% | 193 |
|
|
2021
Q4 | $1.03M | Buy |
5,082
+520
| +11% | +$105K | 0.16% | 142 |
|
|
2021
Q3 | $857K | Sell |
4,562
-1,227
| -21% | -$231K | 0.22% | 103 |
|
|
2021
Q2 | $1.14M | Buy |
5,789
+1,215
| +27% | +$239K | 0.29% | 87 |
|
|
2021
Q1 | $866K | Buy |
4,574
+1,478
| +48% | +$280K | 0.3% | 89 |
|
|
2020
Q4 | $526K | Buy |
3,096
+772
| +33% | +$131K | 0.11% | 184 |
|
|
2020
Q3 | $336K | Buy |
2,324
+256
| +12% | +$37K | 0.15% | 141 |
|
|
2020
Q2 | $269K | Buy |
2,068
+49
| +2% | +$6.37K | 0.14% | 141 |
|
|
2020
Q1 | $223K | Sell |
2,019
-3,459
| -63% | -$382K | 0.15% | 135 |
|
|
2019
Q4 | $843K | Buy |
+5,478
| New | +$843K | 0.53% | 65 |
|