McClarren 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
2023
Q3
Sell
-308
Closed -$63K 405
2023
Q2
$63K Hold
308
0.05% 133
2023
Q1
$58K Buy
308
+1
+0.3% +$188 0.05% 128
2022
Q4
$56K Buy
307
+2
+0.7% +$365 0.05% 136
2022
Q3
$48K Buy
+305
New +$48K 0.05% 133