Robertson Stephens Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.62M | Sell |
8,378
-569
| -6% | -$185K | 0.07% | 183 |
|
|
2025
Q4 | $2.67M | Buy |
8,947
+559
| +7% | +$166K | 0.08% | 180 |
|
|
2025
Q3 | $2.49M | Buy |
8,388
+3
| +0% | +$869 | 0.08% | 163 |
|
|
2025
Q2 | $2.35M | Buy |
8,385
+4
| +0% | +$1.03K | 0.08% | 173 |
|
|
2025
Q1 | $2.07M | Sell |
8,381
-96
| -1% | -$24.8K | 0.08% | 187 |
|
|
2024
Q4 | $2.16M | Sell |
8,477
-1,231
| -13% | -$328K | 0.08% | 190 |
|
|
2024
Q3 | $2.53M | Buy |
9,708
+3,243
| +50% | +$794K | 0.09% | 171 |
|
|
2024
Q2 | $1.53M | Sell |
6,465
-2,175
| -25% | -$518K | 0.08% | 169 |
|
|
2024
Q1 | $2.11M | Buy |
8,640
+59
| +0.7% | +$13.4K | 0.12% | 150 |
|
|
2023
Q4 | $1.89M | Sell |
8,581
-1,168
| -12% | -$235K | 0.12% | 146 |
|
|
2023
Q3 | $1.91M | Hold |
9,749
| – | – | 0.13% | 146 |
|
|
2023
Q2 | $2.01M | Sell |
9,749
-115
| -1% | -$22K | 0.15% | 128 |
|
|
2023
Q1 | $1.88M | Sell |
9,864
-114
| -1% | -$21.7K | 0.14% | 130 |
|
|
2022
Q4 | $1.82M | Buy |
9,978
+1,901
| +24% | +$340K | 0.18% | 117 |
|
|
2022
Q3 | $1.28M | Sell |
8,077
-411
| -5% | -$71.6K | 0.14% | 129 |
|
|
2022
Q2 | $1.39M | Buy |
8,488
+1,021
| +14% | +$181K | 0.14% | 130 |
|
|
2022
Q1 | $1.45M | Sell |
7,467
-316
| -4% | -$60.8K | 0.13% | 144 |
|
|
2021
Q4 | $1.58M | Buy |
7,783
+416
| +6% | +$83.2K | 0.13% | 135 |
|
|
2021
Q3 | $1.39M | Sell |
7,367
-500
| -6% | -$98.1K | 0.16% | 90 |
|
|
2021
Q2 | $1.54M | Buy |
7,867
+500
| +7% | +$98.3K | 0.19% | 89 |
|
|
2021
Q1 | $1.39M | Hold |
7,367
| – | – | 0.22% | 78 |
|
|
2020
Q4 | $1.25M | Hold |
7,367
| – | – | 0.26% | 71 |
|
|
2020
Q3 | $1.07M | Buy |
+7,367
| New | +$1.04M | 0.26% | 73 |
|
Other funds holding VIS
PCH
BCMIO
MM