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Transform Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Transform Wealth’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,574
Closed -$698K – 256
2023
Q3 		$698K Buy
+3,574
New +$698K 0.07% 147