One Charles Private Wealth Services’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
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|
2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $955K | Buy |
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|
2023
Q3 | $698K | Buy |
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|
2023
Q2 | $687K | Buy |
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|
2023
Q1 | $535K | Buy |
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|
2022
Q4 | $480K | Buy |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $365K | Buy |
|