PWM
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Pines Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Pines Wealth Management’s Portfolio VIS Stock Details VIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$285K Buy
1,002
+84
+9% +$23.9K 0.1% 182
2025
Q1 		$202K Buy
918
+121
+15% +$26.6K 0.09% 196
2024
Q4 		$202K Buy
+797
New +$202K 0.09% 203