SSWM
Sheets Smith 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 | $2.77M | Buy |
9,904
+81
| +0.8% | +$22.7K | 0.32% | 74 |
|
|
2025
Q1 | $2.43M | Sell |
9,823
-69
| -0.7% | -$17.1K | 0.3% | 78 |
|
|
2024
Q4 | $2.52M | Buy |
9,892
+69
| +0.7% | +$17.6K | 0.31% | 81 |
|
|
2024
Q3 | $2.55M | Sell |
9,823
-4,023
| -29% | -$1.05M | 0.31% | 77 |
|
|
2024
Q2 | $3.26M | Buy |
13,846
+48
| +0.3% | +$11.3K | 0.39% | 64 |
|
|
2024
Q1 | $3.37M | Buy |
+13,798
| New | +$3.37M | 0.38% | 67 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$1.04K | – | 498 |
|
|
2023
Q3 | $1.04K | Buy |
+5
| New | +$1.04K | ﹤0.01% | 483 |
|
|
2022
Q2 | – | Sell |
-1,483
| Closed | -$288K | – | 349 |
|
|
2022
Q1 | $288K | Sell |
1,483
-158
| -10% | -$30.7K | 0.04% | 285 |
|
|
2021
Q4 | $333K | Sell |
1,641
-23
| -1% | -$4.67K | 0.04% | 294 |
|
|
2021
Q3 | $313K | Buy |
1,664
+123
| +8% | +$23.1K | 0.04% | 294 |
|
|
2021
Q2 | $303K | Sell |
1,541
-81
| -5% | -$15.9K | 0.04% | 299 |
|
|
2021
Q1 | $307K | Sell |
1,622
-697
| -30% | -$132K | 0.05% | 270 |
|
|
2020
Q4 | $394K | Sell |
2,319
-1,631
| -41% | -$277K | 0.06% | 237 |
|
|
2020
Q3 | $572K | Buy |
+3,950
| New | +$572K | 0.1% | 165 |
|