Stonebridge Financial Planning Group’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Hold |
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|
2025
Q1 | $650K | Hold |
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|
2024
Q4 | $668K | Buy |
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|
2024
Q3 | $657K | Sell |
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|
2024
Q2 | $634K | Hold |
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|
2024
Q1 | $658K | Hold |
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|
2023
Q4 | $594K | Sell |
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|
2023
Q3 | $534K | Hold |
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|
2023
Q2 | $563K | Buy |
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|
2023
Q1 | $489K | Hold |
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|
2022
Q4 | $468K | Hold |
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|
2022
Q3 | $404K | Sell |
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|
2022
Q2 | $427K | Sell |
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|
2022
Q1 | $558K | Sell |
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|
2021
Q4 | $551K | Sell |
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|
2021
Q3 | $600K | Hold |
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|
2021
Q2 | $587K | Buy |
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|
2021
Q1 | $440K | Buy |
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|
2020
Q4 | $288K | Buy |
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|
2020
Q3 | $245K | Sell |
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|
2020
Q2 | $227K | Sell |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $338K | Buy |
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