Vertex Planning Partners’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-865
| Closed | -$220K | – | 196 |
|
|
2024
Q4 | $220K | Hold |
865
| – | – | 0.05% | 174 |
|
|
2024
Q3 | $225K | Hold |
865
| – | – | 0.05% | 152 |
|
|
2024
Q2 | $203K | Hold |
865
| – | – | 0.05% | 151 |
|
|
2024
Q1 | $211K | Buy |
+865
| New | +$211K | 0.06% | 150 |
|
|
2023
Q3 | – | Sell |
-1,045
| Closed | -$215K | – | 143 |
|
|
2023
Q2 | $215K | Buy |
+1,045
| New | +$215K | 0.07% | 131 |
|
|
2023
Q1 | – | Sell |
-1,097
| Closed | -$200K | – | 150 |
|
|
2022
Q4 | $200K | Buy |
+1,097
| New | +$200K | 0.08% | 140 |
|