Spire Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$82.3K Buy
294
+43
+17% +$12K ﹤0.01% 1043
2025
Q1
$62K Buy
251
+1
+0.4% +$247 ﹤0.01% 1205
2024
Q4
$63.7K Buy
250
+89
+55% +$22.7K ﹤0.01% 1194
2024
Q3
$41.9K Buy
161
+1
+0.6% +$260 ﹤0.01% 1187
2024
Q2
$37.6K Buy
+160
New +$37.6K ﹤0.01% 1221
2024
Q1
Sell
-160
Closed -$34.7K 2409
2023
Q4
$34.7K Hold
160
﹤0.01% 1321
2023
Q3
$31.2K Hold
160
﹤0.01% 1347
2023
Q2
$32.9K Hold
160
﹤0.01% 1377
2023
Q1
$30.5K Sell
160
-416
-72% -$79.3K ﹤0.01% 1428
2022
Q4
$105K Buy
576
+359
+165% +$65.4K 0.01% 726
2022
Q3
$34K Buy
+217
New +$34K ﹤0.01% 1100
2021
Q2
Sell
-474
Closed -$90K 2974
2021
Q1
$90K Buy
+474
New +$90K ﹤0.01% 1443