Montis Financial’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 | $611K | Hold |
2,182
| – | – | 0.17% | 77 |
|
|
2025
Q1 | $540K | Buy |
2,182
+157
| +8% | +$38.9K | 0.16% | 86 |
|
|
2024
Q4 | $515K | Hold |
2,025
| – | – | 0.16% | 84 |
|
|
2024
Q3 | $527K | Hold |
2,025
| – | – | 0.19% | 64 |
|
|
2024
Q2 | $476K | Hold |
2,025
| – | – | 0.22% | 50 |
|
|
2024
Q1 | $494K | Hold |
2,025
| – | – | 0.23% | 47 |
|
|
2023
Q4 | $446K | Hold |
2,025
| – | – | 0.27% | 41 |
|
|
2023
Q3 | $395K | Hold |
2,025
| – | – | 0.26% | 38 |
|
|
2023
Q2 | $416K | Hold |
2,025
| – | – | 0.27% | 36 |
|
|
2023
Q1 | $386K | Buy |
2,025
+530
| +35% | +$101K | 0.3% | 35 |
|
|
2022
Q4 | $273K | Buy |
1,495
+149
| +11% | +$27.2K | 0.23% | 47 |
|
|
2022
Q3 | $212K | Hold |
1,346
| – | – | 0.2% | 56 |
|
|
2022
Q2 | $220K | Hold |
1,346
| – | – | 0.21% | 58 |
|
|
2022
Q1 | $262K | Hold |
1,346
| – | – | 0.2% | 56 |
|
|
2021
Q4 | $273K | Hold |
1,346
| – | – | 0.2% | 62 |
|
|
2021
Q3 | $255K | Hold |
1,346
| – | – | 0.22% | 50 |
|
|
2021
Q2 | $264K | Hold |
1,346
| – | – | 0.22% | 58 |
|
|
2021
Q1 | $256K | Hold |
1,346
| – | – | 0.24% | 56 |
|
|
2020
Q4 | $224K | Buy |
+1,346
| New | +$224K | 0.22% | 64 |
|