Simplicity Solutions’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $771K | Sell |
3,497
-9,093
| -72% | -$2M | 0.02% | 522 |
|
|
2023
Q3 | $2.45M | Buy |
12,590
+1,535
| +14% | +$299K | 0.08% | 225 |
|
|
2023
Q2 | $2.27M | Buy |
11,055
+5,866
| +113% | +$1.21M | 0.06% | 280 |
|
|
2023
Q1 | $989K | Buy |
+5,189
| New | +$989K | 0.03% | 491 |
|
|
2019
Q2 | – | Sell |
-1,725
| Closed | -$241K | – | 878 |
|
|
2019
Q1 | $241K | Buy |
+1,725
| New | +$241K | 0.01% | 620 |
|
|
2018
Q2 | – | Sell |
-1,438
| Closed | -$200K | – | 509 |
|
|
2018
Q1 | $200K | Sell |
1,438
-350
| -20% | -$48.7K | 0.02% | 349 |
|
|
2017
Q4 | $255K | Buy |
+1,788
| New | +$255K | 0.02% | 316 |
|