Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2K | Hold |
72
| – | – | ﹤0.01% | 260 |
|
|
2025
Q1 | $17.8K | Hold |
72
| – | – | ﹤0.01% | 272 |
|
|
2024
Q4 | $18.3K | Hold |
72
| – | – | ﹤0.01% | 280 |
|
|
2024
Q3 | $18.7K | Sell |
72
-36
| -33% | -$9.36K | ﹤0.01% | 269 |
|
|
2024
Q2 | $25.4K | Hold |
108
| – | – | 0.01% | 249 |
|
|
2024
Q1 | $26.4K | Hold |
108
| – | – | 0.01% | 237 |
|
|
2023
Q4 | $23.8K | Hold |
108
| – | – | 0.01% | 254 |
|
|
2023
Q3 | $21.1K | Hold |
108
| – | – | 0.01% | 268 |
|
|
2023
Q2 | $22.6K | Hold |
108
| – | – | 0.01% | 260 |
|
|
2023
Q1 | $20.4K | Hold |
108
| – | – | 0.01% | 339 |
|
|
2022
Q4 | $19.7K | Hold |
108
| – | – | 0.01% | 332 |
|
|
2022
Q3 | $17K | Sell |
108
-10
| -8% | -$1.57K | 0.01% | 345 |
|
|
2022
Q2 | $19K | Buy |
118
+10
| +9% | +$1.61K | 0.01% | 347 |
|
|
2022
Q1 | $21K | Hold |
108
| – | – | 0.01% | 366 |
|
|
2021
Q4 | $22K | Buy |
108
+36
| +50% | +$7.33K | 0.01% | 320 |
|
|
2021
Q3 | $14K | Buy |
+72
| New | +$14K | 0.01% | 321 |
|
|
2021
Q2 | – | Sell |
-72
| Closed | -$14K | – | 418 |
|
|
2021
Q1 | $14K | Buy |
+72
| New | +$14K | 0.01% | 322 |
|