Sargent Bickham Lagudis’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-198
| Closed | -$29K | – | 917 |
|
2020
Q3 | $29K | Buy |
198
+1
| +0.5% | +$146 | ﹤0.01% | 457 |
|
2020
Q2 | $26K | Buy |
197
+1
| +0.5% | +$132 | ﹤0.01% | 451 |
|
2020
Q1 | $22K | Sell |
196
-8
| -4% | -$898 | ﹤0.01% | 459 |
|
2019
Q4 | $31K | Hold |
204
| – | – | ﹤0.01% | 452 |
|
2019
Q3 | $30K | Hold |
204
| – | – | ﹤0.01% | 414 |
|
2019
Q2 | $30K | Hold |
204
| – | – | ﹤0.01% | 437 |
|
2019
Q1 | $29K | Hold |
204
| – | – | ﹤0.01% | 463 |
|
2018
Q4 | $25K | Sell |
204
-150
| -42% | -$18.4K | ﹤0.01% | 460 |
|
2018
Q3 | $52K | Buy |
354
+150
| +74% | +$22K | 0.01% | 358 |
|
2018
Q2 | $28K | Hold |
204
| – | – | ﹤0.01% | 442 |
|
2018
Q1 | $28K | Sell |
204
-46
| -18% | -$6.31K | ﹤0.01% | 446 |
|
2017
Q4 | $36K | Sell |
250
-34
| -12% | -$4.9K | ﹤0.01% | 418 |
|
2017
Q3 | $38K | Buy |
284
+8
| +3% | +$1.07K | ﹤0.01% | 413 |
|
2017
Q2 | $35K | Buy |
276
+80
| +41% | +$10.1K | ﹤0.01% | 412 |
|
2017
Q1 | $24K | Hold |
196
| – | – | ﹤0.01% | 465 |
|
2016
Q4 | $23K | Hold |
196
| – | – | ﹤0.01% | 447 |
|
2016
Q3 | $22 | Hold |
196
| – | – | ﹤0.01% | 468 |
|
2016
Q2 | $21K | Hold |
196
| – | – | ﹤0.01% | 454 |
|
2016
Q1 | $21K | Buy |
+196
| New | +$21K | ﹤0.01% | 476 |
|