SWM
Stapp Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,317
| Closed | -$2.05M | – | 26 |
|
|
2023
Q4 | $2.05M | Sell |
9,317
-878
| -9% | -$194K | 3.45% | 12 |
|
|
2023
Q3 | $1.99M | Buy |
+10,195
| New | +$1.99M | 3.83% | 11 |
|
|
2023
Q2 | – | Sell |
-9,694
| Closed | -$1.85M | – | 26 |
|
|
2023
Q1 | $1.85M | Buy |
+9,694
| New | +$1.85M | 2.53% | 12 |
|