United Capital Financial Advisors’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
Q4 | $1.23M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $230K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | $233K | Buy |
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|
2021
Q3 | $206K | Hold |
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|
2021
Q2 | $216K | Sell |
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|
2021
Q1 | $210K | Sell |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $273K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $233K | Sell |
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|
2019
Q1 | $245K | Buy |
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|
2018
Q4 | $202K | Sell |
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|
2018
Q3 | $266K | Sell |
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|
2018
Q2 | $246K | Sell |
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|
2018
Q1 | $292K | Sell |
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|
2017
Q4 | $329K | Buy |
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|
2017
Q3 | $267K | Sell |
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|
2017
Q2 | $329K | Sell |
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|
2017
Q1 | $420K | Sell |
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|
2016
Q4 | $440K | Sell |
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|
2016
Q3 | $427K | Buy |
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