SteelPeak Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,661
Closed -$1.1M 454
2022
Q1
$1.1M Sell
5,661
-116
-2% -$22.6K 0.06% 168
2021
Q4
$1.17M Sell
5,777
-119
-2% -$24.1K 0.07% 157
2021
Q3
$1.11M Sell
5,896
-669
-10% -$126K 0.07% 153
2021
Q2
$1.29M Sell
6,565
-245
-4% -$48.1K 0.09% 144
2021
Q1
$1.29M Sell
6,810
-26
-0.4% -$4.92K 0.1% 128
2020
Q4
$1.16M Buy
6,836
+23
+0.3% +$3.91K 0.11% 142
2020
Q3
$986K Buy
6,813
+462
+7% +$66.9K 0.11% 139
2020
Q2
$825K Buy
6,351
+185
+3% +$24K 0.1% 138
2020
Q1
$680K Buy
6,166
+509
+9% +$56.1K 0.11% 125
2019
Q4
$870K Buy
+5,657
New +$870K 0.12% 144