Mission 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 | $648K | Buy |
2,312
+374
| +19% | +$105K | 0.01% | 399 |
|
|
2025
Q1 | $480K | Buy |
1,938
+57
| +3% | +$14.1K | 0.01% | 433 |
|
|
2024
Q4 | $479K | Sell |
1,881
-4
| -0.2% | -$1.02K | 0.01% | 418 |
|
|
2024
Q3 | $490K | Sell |
1,885
-581
| -24% | -$151K | 0.01% | 419 |
|
|
2024
Q2 | $580K | Buy |
2,466
+110
| +5% | +$25.9K | 0.02% | 359 |
|
|
2024
Q1 | $575K | Buy |
2,356
+182
| +8% | +$44.4K | 0.02% | 385 |
|
|
2023
Q4 | $479K | Buy |
2,174
+121
| +6% | +$26.7K | 0.02% | 366 |
|
|
2023
Q3 | $400K | Sell |
2,053
-150
| -7% | -$29.2K | 0.01% | 373 |
|
|
2023
Q2 | $453K | Sell |
2,203
-550
| -20% | -$113K | 0.02% | 349 |
|
|
2023
Q1 | $524K | Buy |
2,753
+1,179
| +75% | +$225K | 0.02% | 310 |
|
|
2022
Q4 | $287K | Sell |
1,574
-101
| -6% | -$18.4K | 0.01% | 414 |
|
|
2022
Q3 | $264K | Buy |
1,675
+246
| +17% | +$38.8K | 0.01% | 406 |
|
|
2022
Q2 | $233K | Sell |
1,429
-467
| -25% | -$76.1K | 0.01% | 437 |
|
|
2022
Q1 | $369K | Sell |
1,896
-274
| -13% | -$53.3K | 0.02% | 359 |
|
|
2021
Q4 | $441K | Buy |
2,170
+4
| +0.2% | +$813 | 0.02% | 325 |
|
|
2021
Q3 | $407K | Hold |
2,166
| – | – | 0.02% | 319 |
|
|
2021
Q2 | $426K | Buy |
2,166
+862
| +66% | +$170K | 0.02% | 312 |
|
|
2021
Q1 | $247K | Buy |
+1,304
| New | +$247K | 0.01% | 400 |
|