Regent Peak Wealth 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
Q1 | $248K | Hold |
1,000
| – | – | 0.06% | 140 |
|
|
2024
Q4 | $254K | Hold |
1,000
| – | – | 0.06% | 139 |
|
|
2024
Q3 | $260K | Hold |
1,000
| – | – | 0.06% | 138 |
|
|
2024
Q2 | $235K | Hold |
1,000
| – | – | 0.05% | 142 |
|
|
2024
Q1 | $244K | Hold |
1,000
| – | – | 0.06% | 136 |
|
|
2023
Q4 | $220K | Buy |
+1,000
| New | +$220K | 0.06% | 145 |
|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$206K | – | 167 |
|
|
2023
Q2 | $206K | Sell |
1,000
-72
| -7% | -$14.8K | 0.06% | 147 |
|
|
2023
Q1 | $204K | Buy |
+1,072
| New | +$204K | 0.06% | 150 |
|
|
2022
Q2 | – | Sell |
-1,072
| Closed | -$208K | – | 176 |
|
|
2022
Q1 | $208K | Hold |
1,072
| – | – | 0.06% | 159 |
|
|
2021
Q4 | $218K | Hold |
1,072
| – | – | 0.06% | 156 |
|
|
2021
Q3 | $201K | Hold |
1,072
| – | – | 0.06% | 165 |
|
|
2021
Q2 | $212K | Hold |
1,072
| – | – | 0.06% | 161 |
|
|
2021
Q1 | $202K | Hold |
1,072
| – | – | 0.07% | 152 |
|
|
2020
Q4 | $182K | Buy |
+1,072
| New | +$182K | 0.06% | 148 |
|
|
2020
Q1 | – | Sell |
-1,658
| Closed | -$255K | – | 128 |
|
|
2019
Q4 | $255K | Buy |
+1,658
| New | +$255K | 0.12% | 110 |
|