MWM
MinichMacGregor 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 | $12.8M | Sell |
45,767
-3,464
| -7% | -$970K | 2.74% | 12 |
|
|
2025
Q1 | $12.2M | Buy |
49,231
+736
| +2% | +$182K | 2.73% | 11 |
|
|
2024
Q4 | $12.3M | Sell |
48,495
-284
| -0.6% | -$72.2K | 2.56% | 10 |
|
|
2024
Q3 | $12.7M | Buy |
48,779
+94
| +0.2% | +$24.4K | 2.72% | 8 |
|
|
2024
Q2 | $11.5M | Buy |
48,685
+443
| +0.9% | +$104K | 2.8% | 9 |
|
|
2024
Q1 | $11.7M | Buy |
48,242
+29,916
| +163% | +$7.24M | 2.98% | 6 |
|
|
2023
Q4 | $4.04M | Buy |
18,326
+577
| +3% | +$127K | 1.17% | 30 |
|
|
2023
Q3 | $3.46M | Buy |
17,749
+916
| +5% | +$179K | 1.15% | 35 |
|
|
2023
Q2 | $3.46M | Sell |
16,833
-287
| -2% | -$59K | 1.08% | 32 |
|
|
2023
Q1 | $3.26M | Sell |
17,120
-146
| -0.8% | -$27.8K | 1.08% | 29 |
|
|
2022
Q4 | $3.15M | Buy |
17,266
+527
| +3% | +$96.3K | 1.14% | 21 |
|
|
2022
Q3 | $2.64M | Buy |
16,739
+59
| +0.4% | +$9.3K | 1.05% | 24 |
|
|
2022
Q2 | $2.72M | Sell |
16,680
-283
| -2% | -$46.2K | 1.12% | 25 |
|
|
2022
Q1 | $3.3M | Sell |
16,963
-385
| -2% | -$74.9K | 1.05% | 29 |
|
|
2021
Q4 | $3.52M | Buy |
17,348
+577
| +3% | +$117K | 1.07% | 31 |
|
|
2021
Q3 | $3.15M | Buy |
16,771
+983
| +6% | +$185K | 1.06% | 28 |
|
|
2021
Q2 | $3.1M | Buy |
15,788
+833
| +6% | +$164K | 1.09% | 27 |
|
|
2021
Q1 | $2.83M | Buy |
14,955
+601
| +4% | +$114K | 1.06% | 28 |
|
|
2020
Q4 | $2.44M | Buy |
14,354
+93
| +0.7% | +$15.8K | 0.99% | 30 |
|
|
2020
Q3 | $2.06M | Buy |
+14,261
| New | +$2.06M | 0.97% | 28 |
|