Meridian Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Hold |
1,733
| – | – | 0.08% | 123 |
|
|
2025
Q1 | $429K | Sell |
1,733
-12
| -0.7% | -$2.97K | 0.07% | 122 |
|
|
2024
Q4 | $444K | Sell |
1,745
-125
| -7% | -$31.8K | 0.07% | 123 |
|
|
2024
Q3 | $486K | Buy |
1,870
+1
| +0.1% | +$260 | 0.08% | 119 |
|
|
2024
Q2 | $440K | Hold |
1,869
| – | – | 0.08% | 122 |
|
|
2024
Q1 | $456K | Sell |
1,869
-15
| -0.8% | -$3.66K | 0.09% | 117 |
|
|
2023
Q4 | $415K | Buy |
1,884
+2
| +0.1% | +$441 | 0.09% | 122 |
|
|
2023
Q3 | $367K | Buy |
1,882
+1
| +0.1% | +$195 | 0.09% | 123 |
|
|
2023
Q2 | $387K | Sell |
1,881
-575
| -23% | -$118K | 0.09% | 128 |
|
|
2023
Q1 | $468K | Hold |
2,456
| – | – | 0.12% | 116 |
|
|
2022
Q4 | $448K | Sell |
2,456
-423
| -15% | -$77.2K | 0.12% | 121 |
|
|
2022
Q3 | $454K | Sell |
2,879
-400
| -12% | -$63.1K | 0.13% | 120 |
|
|
2022
Q2 | $536K | Sell |
3,279
-2,681
| -45% | -$438K | 0.14% | 115 |
|
|
2022
Q1 | $1.16M | Sell |
5,960
-348
| -6% | -$67.7K | 0.27% | 75 |
|
|
2021
Q4 | $1.28M | Buy |
6,308
+4
| +0.1% | +$812 | 0.31% | 72 |
|
|
2021
Q3 | $1.18M | Buy |
6,304
+200
| +3% | +$37.6K | 0.33% | 71 |
|
|
2021
Q2 | $1.2M | Sell |
6,104
-373
| -6% | -$73.3K | 0.34% | 69 |
|
|
2021
Q1 | $1.23M | Buy |
+6,477
| New | +$1.23M | 0.41% | 61 |
|
|
2019
Q1 | – | Sell |
-295
| Closed | -$36K | – | 382 |
|
|
2018
Q4 | $36K | Buy |
+295
| New | +$36K | 0.03% | 296 |
|