Optimum Investment Advisors’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
Q3 | $40K | Hold |
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|
2025
Q2 | $37.8K | Sell |
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|
2025
Q1 | $34.4K | Hold |
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|
2024
Q4 | $35.4K | Hold |
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|
2024
Q3 | $36.1K | Hold |
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|
2024
Q2 | $32.7K | Sell |
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|
2024
Q1 | $35.9K | Buy |
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|
2023
Q4 | $21.4K | Sell |
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|
2023
Q3 | $20.5K | Buy |
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|
2023
Q2 | $18.5K | Sell |
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|
2023
Q1 | $38.1K | Buy |
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|
2022
Q4 | $33.2K | Sell |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $40K | Sell |
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|
2022
Q1 | $52K | Sell |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $219K | Buy |
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|
2021
Q1 | $195K | Buy |
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|
2020
Q4 | $154K | Buy |
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|
2020
Q3 | $118K | Buy |
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|
2020
Q2 | $35K | Buy |
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|
2020
Q1 | $7K | Buy |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $10K | Buy |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $8K | Buy |
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|
2015
Q1 | $18K | Hold |
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|
2014
Q4 | $18K | Hold |
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|
2014
Q3 | $18K | Hold |
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|
2014
Q2 | $18K | Buy |
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