NEWAS
N.E.W. Advisory Services’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Sell |
2,375
-667
| -22% | -$187K | 0.06% | 99 |
|
|
2025
Q1 | $753K | Buy |
3,042
+568
| +23% | +$141K | 0.06% | 102 |
|
|
2024
Q4 | $629K | Buy |
2,474
+172
| +7% | +$43.8K | 0.06% | 101 |
|
|
2024
Q3 | $599K | Sell |
2,302
-42
| -2% | -$10.9K | 0.06% | 99 |
|
|
2024
Q2 | $551K | Buy |
2,344
+71
| +3% | +$16.7K | 0.06% | 99 |
|
|
2024
Q1 | $555K | Hold |
2,273
| – | – | 0.06% | 96 |
|
|
2023
Q4 | $501K | Sell |
2,273
-259
| -10% | -$57.1K | 0.06% | 99 |
|
|
2023
Q3 | $494K | Sell |
2,532
-203
| -7% | -$39.6K | 0.07% | 94 |
|
|
2023
Q2 | $562K | Sell |
2,735
-127
| -4% | -$26.1K | 0.08% | 79 |
|
|
2023
Q1 | $545K | Sell |
2,862
-26
| -0.9% | -$4.95K | 0.08% | 81 |
|
|
2022
Q4 | $527K | Sell |
2,888
-800
| -22% | -$146K | 0.08% | 77 |
|
|
2022
Q3 | $581K | Sell |
3,688
-8
| -0.2% | -$1.26K | 0.11% | 70 |
|
|
2022
Q2 | $604K | Sell |
3,696
-444
| -11% | -$72.6K | 0.11% | 66 |
|
|
2022
Q1 | $782K | Buy |
4,140
+98
| +2% | +$18.5K | 0.15% | 65 |
|
|
2021
Q4 | $820K | Buy |
4,042
+85
| +2% | +$17.2K | 0.12% | 67 |
|
|
2021
Q3 | $743K | Sell |
3,957
-203
| -5% | -$38.1K | 0.12% | 67 |
|
|
2021
Q2 | $818K | Buy |
4,160
+20
| +0.5% | +$3.93K | 0.14% | 66 |
|
|
2021
Q1 | $789K | Buy |
4,140
+198
| +5% | +$37.7K | 0.15% | 67 |
|
|
2020
Q4 | $668K | Buy |
3,942
+655
| +20% | +$111K | 0.14% | 72 |
|
|
2020
Q3 | $479K | Sell |
3,287
-370
| -10% | -$53.9K | 0.14% | 59 |
|
|
2020
Q2 | $475K | Buy |
+3,657
| New | +$475K | 0.15% | 58 |
|
|
2019
Q4 | $612K | Buy |
+3,982
| New | +$612K | 0.2% | 52 |
|