SFPG
Stonebridge Financial Planning Group’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Hold |
2,625
| – | – | 0.31% | 90 |
|
|
2025
Q1 | $650K | Hold |
2,625
| – | – | 0.3% | 91 |
|
|
2024
Q4 | $668K | Buy |
2,625
+100
| +4% | +$25.4K | 0.3% | 90 |
|
|
2024
Q3 | $657K | Sell |
2,525
-170
| -6% | -$44.2K | 0.31% | 91 |
|
|
2024
Q2 | $634K | Hold |
2,695
| – | – | 0.32% | 88 |
|
|
2024
Q1 | $658K | Hold |
2,695
| – | – | 0.35% | 81 |
|
|
2023
Q4 | $594K | Sell |
2,695
-45
| -2% | -$9.92K | 0.34% | 79 |
|
|
2023
Q3 | $534K | Hold |
2,740
| – | – | 0.34% | 73 |
|
|
2023
Q2 | $563K | Buy |
2,740
+175
| +7% | +$36K | 0.34% | 72 |
|
|
2023
Q1 | $489K | Hold |
2,565
| – | – | 0.32% | 80 |
|
|
2022
Q4 | $468K | Hold |
2,565
| – | – | 0.31% | 81 |
|
|
2022
Q3 | $404K | Sell |
2,565
-50
| -2% | -$7.88K | 0.28% | 84 |
|
|
2022
Q2 | $427K | Sell |
2,615
-255
| -9% | -$41.6K | 0.29% | 78 |
|
|
2022
Q1 | $558K | Sell |
2,870
-70
| -2% | -$13.6K | 0.31% | 69 |
|
|
2021
Q4 | $551K | Sell |
2,940
-20
| -0.7% | -$3.75K | 0.29% | 69 |
|
|
2021
Q3 | $600K | Hold |
2,960
| – | – | 0.29% | 71 |
|
|
2021
Q2 | $587K | Buy |
2,960
+695
| +31% | +$138K | 0.31% | 66 |
|
|
2021
Q1 | $440K | Buy |
2,265
+570
| +34% | +$111K | 0.26% | 69 |
|
|
2020
Q4 | $288K | Buy |
1,695
+100
| +6% | +$17K | 0.18% | 84 |
|
|
2020
Q3 | $245K | Sell |
1,595
-150
| -9% | -$23K | 0.18% | 82 |
|
|
2020
Q2 | $227K | Sell |
1,745
-350
| -17% | -$45.5K | 0.19% | 78 |
|
|
2020
Q1 | $244K | Sell |
2,095
-100
| -5% | -$11.6K | 0.24% | 72 |
|
|
2019
Q4 | $338K | Buy |
+2,195
| New | +$338K | 0.31% | 64 |
|