UWM
USAdvisors Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,823
| Closed | -$946K | – | 148 |
|
|
2025
Q1 | $946K | Sell |
3,823
-19
| -0.5% | -$4.7K | 0.33% | 63 |
|
|
2024
Q4 | $978K | Buy |
3,842
+4
| +0.1% | +$1.02K | 0.32% | 66 |
|
|
2024
Q3 | $993K | Sell |
3,838
-119
| -3% | -$30.8K | 0.35% | 63 |
|
|
2024
Q2 | $930K | Sell |
3,957
-3,017
| -43% | -$709K | 0.33% | 62 |
|
|
2024
Q1 | $1.7M | Sell |
6,974
-176
| -2% | -$43K | 0.64% | 49 |
|
|
2023
Q4 | $1.58M | Buy |
7,150
+177
| +3% | +$39K | 0.65% | 46 |
|
|
2023
Q3 | $1.36M | Buy |
6,973
+204
| +3% | +$39.8K | 0.61% | 45 |
|
|
2023
Q2 | $1.39M | Sell |
6,769
-5,876
| -46% | -$1.21M | 0.66% | 43 |
|
|
2023
Q1 | $2.41M | Buy |
12,645
+422
| +3% | +$80.4K | 1.15% | 31 |
|
|
2022
Q4 | $2.23M | Buy |
12,223
+4,574
| +60% | +$836K | 1.08% | 31 |
|
|
2022
Q3 | $1.21M | Sell |
7,649
-125
| -2% | -$19.7K | 0.62% | 40 |
|
|
2022
Q2 | $1.27M | Buy |
7,774
+1,465
| +23% | +$239K | 0.64% | 38 |
|
|
2022
Q1 | $1.23M | Buy |
6,309
+645
| +11% | +$125K | 0.52% | 47 |
|
|
2021
Q4 | $1.15M | Buy |
5,664
+47
| +0.8% | +$9.54K | 0.47% | 48 |
|
|
2021
Q3 | $1.06M | Buy |
5,617
+90
| +2% | +$16.9K | 0.46% | 52 |
|
|
2021
Q2 | $1.09M | Sell |
5,527
-102
| -2% | -$20K | 0.59% | 44 |
|
|
2021
Q1 | $1.07M | Sell |
5,629
-3,386
| -38% | -$641K | 0.52% | 46 |
|
|
2020
Q4 | $1.53M | Buy |
9,015
+310
| +4% | +$52.7K | 0.74% | 34 |
|
|
2020
Q3 | $1.26K | Sell |
8,705
-253
| -3% | -$37 | 0.2% | 35 |
|
|
2020
Q2 | $1.16M | Sell |
8,958
-380
| -4% | -$49.3K | 0.62% | 35 |
|
|
2020
Q1 | $1.03M | Buy |
+9,338
| New | +$1.03M | 0.64% | 35 |
|