Plante Moran Financial 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 | $28K | Buy |
+100
| New | +$28K | ﹤0.01% | 434 |
|
2023
Q4 | – | Sell |
-7
| Closed | -$1.37K | – | 925 |
|
2023
Q3 | $1.37K | Buy |
+7
| New | +$1.37K | ﹤0.01% | 678 |
|
2020
Q2 | – | Sell |
-72
| Closed | -$8K | – | 882 |
|
2020
Q1 | $8K | Buy |
+72
| New | +$8K | ﹤0.01% | 525 |
|
2017
Q1 | – | Sell |
-12
| Closed | -$1K | – | 1035 |
|
2016
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 937 |
|
2016
Q1 | – | Sell |
-62
| Closed | -$6K | – | 1042 |
|
2015
Q4 | $6K | Buy |
+62
| New | +$6K | ﹤0.01% | 694 |
|