ProVise Management Group’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
Q2 | $400K | Sell |
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|
2025
Q1 | $358K | Sell |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $436K | Sell |
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|
2024
Q2 | $395K | Buy |
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|
2024
Q1 | $407K | Hold |
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|
2023
Q4 | $367K | Sell |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $271K | Sell |
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|
2022
Q2 | $292K | Hold |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $363K | Sell |
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|
2021
Q3 | $366K | Hold |
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|
2021
Q2 | $383K | Sell |
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|
2021
Q1 | $377K | Hold |
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|
2020
Q4 | $338K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.59M | Buy |
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