Regent Peak Wealth Advisors’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
Q3 | $296K | Buy |
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|
2025
Q1 | $248K | Hold |
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|
2024
Q4 | $254K | Hold |
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|
2024
Q3 | $260K | Hold |
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|
2024
Q2 | $235K | Hold |
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|
2024
Q1 | $244K | Hold |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Hold |
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|
2021
Q4 | $218K | Hold |
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|
2021
Q3 | $201K | Hold |
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|
2021
Q2 | $212K | Hold |
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|
2021
Q1 | $202K | Hold |
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|
2020
Q4 | $182K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $255K | Buy |
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