Summit Financial’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,442
| Closed | -$318K | – | 403 |
|
|
2023
Q4 | $318K | Buy |
1,442
+67
| +5% | +$14.8K | 0.02% | 292 |
|
|
2023
Q3 | $269K | Buy |
1,375
+83
| +6% | +$16.2K | 0.02% | 297 |
|
|
2023
Q2 | $266K | Buy |
1,292
+172
| +15% | +$35.5K | 0.02% | 290 |
|
|
2023
Q1 | $213K | Buy |
+1,120
| New | +$213K | 0.02% | 242 |
|