Laidlaw Wealth Management’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 Q1	–	Sell	-7,342	Closed	-$1.87M	–	159
2024 Q4	$1.87M	Buy	7,342 +132	+2%	+$35.1K	0.81%	35
2024 Q3	$1.88M	Buy	7,210 +34	+0.5%	+$8.33K	0.93%	27
2024 Q2	$1.69M	Sell	7,176 -37	-0.5%	-$8.81K	0.93%	29
2024 Q1	$1.76M	Sell	7,213 -92	-1%	-$20.9K	0.98%	27
2023 Q4	$1.61M	Sell	7,305 -206	-3%	-$41.5K	0.59%	43
2023 Q3	$1.46M	Sell	7,511 -1,702	-18%	-$349K	0.48%	59
2023 Q2	$1.89M	Sell	9,213 -311	-3%	-$59.5K	0.37%	70
2023 Q1	$1.81M	Sell	9,524 -1,337	-12%	-$254K	0.37%	72
2022 Q4	$1.98M	Buy	10,861 +812	+8%	+$145K	0.43%	66
2022 Q3	$1.58M	Buy	10,049 +4,361	+77%	+$759K	0.37%	79
2022 Q2	$929K	Buy	5,688 +2,549	+81%	+$451K	0.19%	130
2022 Q1	$610K	Sell	3,139 -1,943	-38%	-$374K	0.1%	193
2021 Q4	$1.03M	Buy	5,082 +520	+11%	+$104K	0.16%	142
2021 Q3	$857K	Sell	4,562 -1,227	-21%	-$241K	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%	+$263K	0.3%	89
2020 Q4	$526K	Buy	3,096 +772	+33%	+$124K	0.11%	184
2020 Q3	$336K	Buy	2,324 +256	+12%	+$36.1K	0.15%	141
2020 Q2	$269K	Buy	2,068 +49	+2%	+$5.98K	0.14%	141
2020 Q1	$223K	Sell	2,019 -3,459	-63%	-$491K	0.15%	135
2019 Q4	$843K	Buy	+5,478	New	+$824K	0.53%	65