MYCIO Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-158
| Closed | -$24K | – | 378 |
|
|
2019
Q4 | $24K | Hold |
158
| – | – | ﹤0.01% | 422 |
|
|
2019
Q3 | $23K | Hold |
158
| – | – | ﹤0.01% | 400 |
|
|
2019
Q2 | $23K | Buy |
+158
| New | +$23K | ﹤0.01% | 368 |
|
|
2015
Q2 | – | Sell |
-726
| Closed | -$78K | – | 752 |
|
|
2015
Q1 | $78K | Hold |
726
| – | – | 0.02% | 241 |
|
|
2014
Q4 | $78K | Buy |
726
+11
| +2% | +$1.18K | 0.02% | 223 |
|
|
2014
Q3 | $73K | Hold |
715
| – | – | 0.02% | 218 |
|
|
2014
Q2 | $75K | Buy |
715
+133
| +23% | +$14K | 0.02% | 224 |
|
|
2014
Q1 | $59K | Buy |
582
+204
| +54% | +$20.7K | 0.01% | 240 |
|
|
2013
Q4 | $38K | Buy |
+378
| New | +$38K | 0.01% | 280 |
|