Perennial Investment Advisors’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 | $296K | Sell |
1,057
-88
| -8% | -$24.6K | 0.03% | 344 |
|
|
2025
Q1 | $283K | Sell |
1,145
-24
| -2% | -$5.94K | 0.03% | 327 |
|
|
2024
Q4 | $297K | Buy |
1,169
+8
| +0.7% | +$2.04K | 0.04% | 298 |
|
|
2024
Q3 | $302K | Sell |
1,161
-591
| -34% | -$154K | 0.04% | 285 |
|
|
2024
Q2 | $412K | Buy |
1,752
+860
| +96% | +$202K | 0.06% | 224 |
|
|
2024
Q1 | $218K | Buy |
+892
| New | +$218K | 0.03% | 305 |
|