MWM
Maltin Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
16,703
+338
| +2% | +$94.7K | 2.1% | 12 |
|
|
2025
Q1 | $4.05M | Buy |
16,365
+589
| +4% | +$146K | 1.9% | 14 |
|
|
2024
Q4 | $4.01M | Sell |
15,776
-151
| -0.9% | -$38.4K | 1.97% | 12 |
|
|
2024
Q3 | $4.14M | Buy |
15,927
+369
| +2% | +$96K | 2.02% | 12 |
|
|
2024
Q2 | $3.66M | Buy |
15,558
+141
| +0.9% | +$33.2K | 1.97% | 12 |
|
|
2024
Q1 | $3.76M | Buy |
15,417
+508
| +3% | +$124K | 2.12% | 9 |
|
|
2023
Q4 | $3.29M | Sell |
14,909
-122
| -0.8% | -$26.9K | 2.09% | 10 |
|
|
2023
Q3 | $2.93M | Buy |
15,031
+411
| +3% | +$80.1K | 2.05% | 9 |
|
|
2023
Q2 | $3M | Buy |
14,620
+77
| +0.5% | +$15.8K | 2.12% | 10 |
|
|
2023
Q1 | $2.77M | Buy |
14,543
+450
| +3% | +$85.7K | 2% | 12 |
|
|
2022
Q4 | $2.57M | Buy |
14,093
+892
| +7% | +$163K | 1.87% | 14 |
|
|
2022
Q3 | $2.08M | Buy |
13,201
+487
| +4% | +$76.7K | 1.64% | 16 |
|
|
2022
Q2 | $2.08M | Buy |
12,714
+741
| +6% | +$121K | 1.5% | 17 |
|
|
2022
Q1 | $2.33M | Buy |
11,973
+679
| +6% | +$132K | 1.54% | 16 |
|
|
2021
Q4 | $2.29M | Buy |
11,294
+2,626
| +30% | +$533K | 1.38% | 24 |
|
|
2021
Q3 | $1.63M | Sell |
8,668
-1
| -0% | -$188 | 1% | 31 |
|
|
2021
Q2 | $1.7M | Buy |
8,669
+906
| +12% | +$178K | 1.04% | 30 |
|
|
2021
Q1 | $1.47M | Buy |
7,763
+1,879
| +32% | +$356K | 0.95% | 33 |
|
|
2020
Q4 | $1M | Buy |
5,884
+72
| +1% | +$12.2K | 0.7% | 38 |
|
|
2020
Q3 | $841K | Sell |
5,812
-64
| -1% | -$9.26K | 0.6% | 43 |
|
|
2020
Q2 | $763K | Sell |
5,876
-1,996
| -25% | -$259K | 0.58% | 42 |
|
|
2020
Q1 | $868K | Buy |
7,872
+6,650
| +544% | +$733K | 0.74% | 37 |
|
|
2019
Q4 | $188K | Buy |
+1,222
| New | +$188K | 0.12% | 76 |
|