NewFocus Financial Group’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 |
-12,193
| Closed | -$1.88M | – | 110 |
|
|
2019
Q4 | $1.88M | Sell |
12,193
-92
| -0.7% | -$14.2K | 0.73% | 39 |
|
|
2019
Q3 | $1.79M | Sell |
12,285
-1
| -0% | -$146 | 0.79% | 40 |
|
|
2019
Q2 | $1.79M | Buy |
12,286
+797
| +7% | +$116K | 0.83% | 37 |
|
|
2019
Q1 | $1.61M | Buy |
11,489
+1,236
| +12% | +$173K | 0.8% | 36 |
|
|
2018
Q4 | $1.24M | Sell |
10,253
-2,989
| -23% | -$360K | 0.73% | 39 |
|
|
2018
Q3 | $1.96M | Buy |
13,242
+1,649
| +14% | +$244K | 1.06% | 31 |
|
|
2018
Q2 | $1.57M | Buy |
11,593
+1,210
| +12% | +$164K | 0.95% | 34 |
|
|
2018
Q1 | $1.44M | Buy |
+10,383
| New | +$1.44M | 0.91% | 37 |
|