Moneta Group Investment 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 | $705K | Sell |
2,518
-369
| -13% | -$103K | 0.01% | 368 |
|
|
2025
Q1 | $715K | Sell |
2,887
-199
| -6% | -$49.3K | 0.01% | 340 |
|
|
2024
Q4 | $785K | Buy |
3,086
+832
| +37% | +$212K | 0.01% | 316 |
|
|
2024
Q3 | $586K | Hold |
2,254
| – | – | 0.01% | 378 |
|
|
2024
Q2 | $530K | Hold |
2,254
| – | – | 0.01% | 382 |
|
|
2024
Q1 | $550K | Sell |
2,254
-183
| -8% | -$44.7K | 0.01% | 360 |
|
|
2023
Q4 | $537K | Sell |
2,437
-37
| -1% | -$8.16K | 0.01% | 332 |
|
|
2023
Q3 | $482K | Sell |
2,474
-44
| -2% | -$8.58K | 0.01% | 326 |
|
|
2023
Q2 | $517K | Buy |
2,518
+9
| +0.4% | +$1.85K | 0.01% | 319 |
|
|
2023
Q1 | $478K | Buy |
2,509
+142
| +6% | +$27K | 0.01% | 327 |
|
|
2022
Q4 | $457K | Sell |
2,367
-1
| -0% | -$193 | 0.01% | 307 |
|
|
2022
Q3 | $373K | Sell |
2,368
-271
| -10% | -$42.7K | 0.01% | 310 |
|
|
2022
Q2 | $431K | Buy |
2,639
+243
| +10% | +$39.7K | 0.01% | 319 |
|
|
2022
Q1 | $466K | Buy |
2,396
+263
| +12% | +$51.2K | 0.02% | 300 |
|
|
2021
Q4 | $433K | Sell |
2,133
-1
| -0% | -$203 | 0.02% | 319 |
|
|
2021
Q3 | $401K | Buy |
2,134
+57
| +3% | +$10.7K | 0.02% | 317 |
|
|
2021
Q2 | $408K | Sell |
2,077
-153
| -7% | -$30.1K | 0.02% | 312 |
|
|
2021
Q1 | $422K | Buy |
+2,230
| New | +$422K | 0.02% | 277 |
|
|
2018
Q4 | – | Sell |
-2,589
| Closed | -$382K | – | 248 |
|
|
2018
Q3 | $382K | Buy |
2,589
+2,130
| +464% | +$314K | 0.04% | 160 |
|
|
2018
Q2 | $62K | Buy |
+459
| New | +$62K | 0.01% | 303 |
|