Montag & Associates’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 | $4.76K | Buy |
+17
| New | +$4.76K | ﹤0.01% | 801 |
|
2023
Q4 | – | Sell |
-6
| Closed | -$1.17K | – | 940 |
|
2023
Q3 | $1.17K | Hold |
6
| – | – | ﹤0.01% | 863 |
|
2023
Q2 | $1.24K | Hold |
6
| – | – | ﹤0.01% | 875 |
|
2023
Q1 | $1.14K | Hold |
6
| – | – | ﹤0.01% | 880 |
|
2022
Q4 | $1.1K | Hold |
6
| – | – | ﹤0.01% | 900 |
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 854 |
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 818 |
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 834 |
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 851 |
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 860 |
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 852 |
|
2021
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 852 |
|