Lighthouse Financial Advisors’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
Q1 | $363K | Sell |
1,921
-408
| -18% | -$77.1K | 0.11% | 86 |
|
|
2020
Q4 | $396K | Sell |
2,329
-83
| -3% | -$14.1K | 0.13% | 84 |
|
|
2020
Q3 | $349K | Buy |
2,412
+9
| +0.4% | +$1.3K | 0.13% | 80 |
|
|
2020
Q2 | $312K | Buy |
2,403
+106
| +5% | +$13.8K | 0.13% | 80 |
|
|
2020
Q1 | $253K | Buy |
2,297
+14
| +0.6% | +$1.54K | 0.15% | 69 |
|
|
2019
Q4 | $351K | Buy |
+2,283
| New | +$351K | 0.17% | 67 |
|