Lake Street Private Wealth’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
Q2 | $372K | Buy |
1,326
+1
| +0.1% | +$280 | 0.05% | 194 |
|
2025
Q1 | $328K | Buy |
1,325
+3
| +0.2% | +$742 | 0.05% | 190 |
|
2024
Q4 | $336K | Sell |
1,322
-32
| -2% | -$8.14K | 0.05% | 182 |
|
2024
Q3 | $352K | Buy |
1,354
+3
| +0.2% | +$780 | 0.06% | 199 |
|
2024
Q2 | $318K | Hold |
1,351
| – | – | 0.04% | 259 |
|
2024
Q1 | $330K | Buy |
1,351
+2
| +0.1% | +$488 | 0.05% | 255 |
|
2023
Q4 | $297K | Buy |
1,349
+8
| +0.6% | +$1.76K | 0.05% | 253 |
|
2023
Q3 | $263K | Buy |
1,341
+4
| +0.3% | +$784 | 0.05% | 239 |
|
2023
Q2 | $275K | Hold |
1,337
| – | – | 0.05% | 238 |
|
2023
Q1 | $255K | Buy |
1,337
+3
| +0.2% | +$572 | 0.05% | 243 |
|
2022
Q4 | $244K | Buy |
1,334
+4
| +0.3% | +$731 | 0.05% | 239 |
|
2022
Q3 | $210K | Hold |
1,330
| – | – | 0.05% | 256 |
|
2022
Q2 | $217K | Hold |
1,330
| – | – | 0.05% | 265 |
|
2022
Q1 | $259K | Hold |
1,330
| – | – | 0.05% | 270 |
|
2021
Q4 | $270K | Hold |
1,330
| – | – | 0.05% | 270 |
|
2021
Q3 | $250K | Hold |
1,330
| – | – | 0.06% | 192 |
|
2021
Q2 | $263K | Sell |
1,330
-41
| -3% | -$8.11K | 0.07% | 182 |
|
2021
Q1 | $259K | Buy |
1,371
+8
| +0.6% | +$1.51K | 0.07% | 182 |
|
2020
Q4 | $232K | Buy |
+1,363
| New | +$232K | 0.07% | 182 |
|