Omnia Family Wealth’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-32
| Closed | -$5K | – | 606 |
|
|
2018
Q3 | $5K | Sell |
32
-12
| -27% | -$1.88K | ﹤0.01% | 315 |
|
|
2018
Q2 | $6K | Buy |
44
+32
| +267% | +$4.36K | ﹤0.01% | 300 |
|
|
2018
Q1 | $2K | Sell |
12
-693
| -98% | -$116K | ﹤0.01% | 486 |
|
|
2017
Q4 | $100K | Buy |
705
+6
| +0.9% | +$851 | 0.05% | 118 |
|
|
2017
Q3 | $94K | Buy |
699
+3
| +0.4% | +$403 | 0.05% | 120 |
|
|
2017
Q2 | $90K | Hold |
696
| – | – | 0.04% | 122 |
|
|
2017
Q1 | $86K | Sell |
696
-191
| -22% | -$23.6K | 0.04% | 131 |
|
|
2016
Q4 | $106K | Buy |
+887
| New | +$106K | 0.05% | 115 |
|