Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-273
| Closed | -$51K | – | 1067 |
|
|
2021
Q3 | $51K | Sell |
273
-99
| -27% | -$18.5K | 0.02% | 423 |
|
|
2021
Q2 | $54K | Buy |
372
+101
| +37% | +$14.7K | 0.02% | 305 |
|
|
2021
Q1 | $45K | Hold |
271
| – | – | 0.02% | 298 |
|
|
2020
Q4 | $45K | Sell |
271
-50
| -16% | -$8.3K | 0.02% | 295 |
|
|
2020
Q3 | $46K | Buy |
321
+1
| +0.3% | +$143 | 0.03% | 246 |
|
|
2020
Q2 | $42K | Buy |
320
+1
| +0.3% | +$131 | 0.03% | 249 |
|
|
2020
Q1 | $35K | Buy |
319
+1
| +0.3% | +$110 | 0.03% | 259 |
|
|
2019
Q4 | $49K | Buy |
318
+3
| +1% | +$462 | 0.04% | 251 |
|
|
2019
Q3 | $46K | Hold |
315
| – | – | 0.04% | 241 |
|
|
2019
Q2 | $46K | Hold |
315
| – | – | 0.04% | 259 |
|
|
2019
Q1 | $44K | Buy |
315
+2
| +0.6% | +$279 | 0.03% | 217 |
|
|
2018
Q4 | $37K | Buy |
+313
| New | +$37K | 0.03% | 222 |
|