Private Wealth Advisors (California)’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 | $1.39M | Buy |
4,959
+5
| +0.1% | +$1.4K | 0.51% | 49 |
|
|
2025
Q1 | $1.23M | Buy |
4,954
+14
| +0.3% | +$3.47K | 0.44% | 46 |
|
|
2024
Q4 | $1.26M | Buy |
4,940
+2
| +0% | +$509 | 0.49% | 45 |
|
|
2024
Q3 | $1.28M | Buy |
4,938
+29
| +0.6% | +$7.53K | 0.49% | 45 |
|
|
2024
Q2 | $1.14M | Sell |
4,909
-23
| -0.5% | -$5.34K | 0.44% | 47 |
|
|
2024
Q1 | $1.2M | Sell |
4,932
-31
| -0.6% | -$7.57K | 0.49% | 46 |
|
|
2023
Q4 | $1.09M | Sell |
4,963
-1,529
| -24% | -$337K | 0.43% | 43 |
|
|
2023
Q3 | $1.27M | Sell |
6,492
-7
| -0.1% | -$1.37K | 0.54% | 39 |
|
|
2023
Q2 | $1.34M | Sell |
6,499
-43
| -0.7% | -$8.84K | 0.55% | 38 |
|
|
2023
Q1 | $1.25M | Buy |
6,542
+13
| +0.2% | +$2.48K | 0.52% | 40 |
|
|
2022
Q4 | $1.19M | Buy |
6,529
+40
| +0.6% | +$7.31K | 0.4% | 39 |
|
|
2022
Q3 | $1.02M | Hold |
6,489
| – | – | 0.48% | 43 |
|
|
2022
Q2 | $1.21M | Buy |
6,489
+23
| +0.4% | +$4.29K | 0.45% | 43 |
|
|
2022
Q1 | $1.26M | Buy |
6,466
+19
| +0.3% | +$3.69K | 0.4% | 43 |
|
|
2021
Q4 | $1.31M | Buy |
6,447
+19
| +0.3% | +$3.86K | 0.28% | 40 |
|
|
2021
Q3 | $1.28M | Buy |
6,428
+21
| +0.3% | +$4.18K | 0.31% | 49 |
|
|
2021
Q2 | $1.26M | Buy |
6,407
+16
| +0.3% | +$3.14K | 0.39% | 49 |
|
|
2021
Q1 | $1.21M | Buy |
6,391
+16
| +0.3% | +$3.03K | 0.41% | 41 |
|
|
2020
Q4 | $1.12M | Buy |
6,375
+23
| +0.4% | +$4.02K | 0.39% | 40 |
|
|
2020
Q3 | $920K | Buy |
6,352
+24
| +0.4% | +$3.48K | 0.48% | 32 |
|
|
2020
Q2 | $822K | Buy |
6,328
+20
| +0.3% | +$2.6K | 0.57% | 28 |
|
|
2020
Q1 | $696K | Buy |
6,308
+33
| +0.5% | +$3.64K | 0.57% | 30 |
|
|
2019
Q4 | $966K | Sell |
6,275
-4,705
| -43% | -$724K | 0.56% | 39 |
|
|
2019
Q3 | $1.6M | Buy |
10,980
+30
| +0.3% | +$4.38K | 1.05% | 21 |
|
|
2019
Q2 | $1.53M | Hold |
10,950
| – | – | 1.04% | 22 |
|
|
2019
Q1 | $1.53M | Buy |
10,950
+294
| +3% | +$41.1K | 1.04% | 22 |
|
|
2018
Q4 | $1.28M | Buy |
+10,656
| New | +$1.28M | 1.04% | 22 |
|