NFP Retirement Inc’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 | $915K | Buy |
3,268
+30
| +0.9% | +$8.4K | 0.06% | 144 |
|
2025
Q1 | $802K | Sell |
3,238
-17
| -0.5% | -$4.21K | 0.06% | 138 |
|
2024
Q4 | $828K | Sell |
3,255
-75
| -2% | -$19.1K | 0.07% | 139 |
|
2024
Q3 | $865K | Sell |
3,330
-45
| -1% | -$11.7K | 0.07% | 131 |
|
2024
Q2 | $793K | Buy |
3,375
+24
| +0.7% | +$5.64K | 0.07% | 139 |
|
2024
Q1 | $818K | Sell |
3,351
-291
| -8% | -$71K | 0.07% | 132 |
|
2023
Q4 | $802K | Buy |
3,642
+38
| +1% | +$8.37K | 0.14% | 108 |
|
2023
Q3 | $703K | Sell |
3,604
-142
| -4% | -$27.7K | 0.13% | 114 |
|
2023
Q2 | $770K | Sell |
3,746
-60
| -2% | -$12.3K | 0.14% | 108 |
|
2023
Q1 | $725K | Buy |
3,806
+87
| +2% | +$16.6K | 0.14% | 118 |
|
2022
Q4 | $680K | Buy |
3,719
+72
| +2% | +$13.2K | 0.15% | 119 |
|
2022
Q3 | $574K | Buy |
3,647
+289
| +9% | +$45.5K | 0.14% | 123 |
|
2022
Q2 | $548K | Buy |
3,358
+178
| +6% | +$29.1K | 0.14% | 125 |
|
2022
Q1 | $618K | Buy |
3,180
+189
| +6% | +$36.8K | 0.15% | 116 |
|
2021
Q4 | $607K | Buy |
2,991
+576
| +24% | +$117K | 0.22% | 72 |
|
2021
Q3 | $454K | Buy |
2,415
+187
| +8% | +$35.2K | 0.19% | 87 |
|
2021
Q2 | $438K | Buy |
2,228
+15
| +0.7% | +$2.95K | 0.17% | 88 |
|
2021
Q1 | $419K | Buy |
2,213
+77
| +4% | +$14.6K | 0.18% | 82 |
|
2020
Q4 | $363K | Buy |
2,136
+50
| +2% | +$8.5K | 0.22% | 80 |
|
2020
Q3 | $302K | Buy |
2,086
+74
| +4% | +$10.7K | 0.2% | 80 |
|
2020
Q2 | $261K | Buy |
+2,012
| New | +$261K | 0.19% | 82 |
|
2020
Q1 | – | Sell |
-1,466
| Closed | -$226K | – | 94 |
|
2019
Q4 | $226K | Buy |
+1,466
| New | +$226K | 0.21% | 81 |
|