TCWP’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6,747
| Closed | -$1.32M | – | 103 |
|
2023
Q3 | $1.32M | Buy |
6,747
+567
| +9% | +$111K | 1% | 34 |
|
2023
Q2 | $1.27M | Buy |
6,180
+2,270
| +58% | +$467K | 0.27% | 78 |
|
2023
Q1 | $745K | Buy |
+3,910
| New | +$745K | 0.14% | 116 |
|
2022
Q2 | – | Sell |
-310
| Closed | -$60K | – | 1692 |
|
2022
Q1 | $60K | Buy |
+310
| New | +$60K | 0.01% | 442 |
|