QWM
Quaker Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
+15,398
| New | +$4.31M | 1.44% | 19 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 818 |
|
|
2022
Q3 | – | Sell |
-2,274
| Closed | -$371K | – | 49 |
|
|
2022
Q2 | $371K | Sell |
2,274
-910
| -29% | -$148K | 0.19% | 28 |
|
|
2022
Q1 | $619K | Sell |
3,184
-698
| -18% | -$136K | 0.27% | 27 |
|
|
2021
Q4 | $788K | Sell |
3,882
-22,670
| -85% | -$4.6M | 0.34% | 25 |
|
|
2021
Q3 | $4.99M | Buy |
+26,552
| New | +$4.99M | 5.72% | 7 |
|
|
2021
Q1 | $4.82M | Buy |
25,473
+938
| +4% | +$178K | 2.24% | 14 |
|
|
2020
Q4 | $4.17M | Buy |
24,535
+385
| +2% | +$65.5K | 2.19% | 14 |
|
|
2020
Q3 | $3.5M | Buy |
24,150
+13,261
| +122% | +$1.92M | 1.88% | 15 |
|
|
2020
Q2 | $1.42M | Buy |
+10,889
| New | +$1.42M | 0.84% | 17 |
|