VSM Wealth Advisory’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36 Sell
1
-999
-100% -$36K ﹤0.01% 503
2025
Q1
$30.7K Hold
1,000
0.01% 233
2024
Q4
$38.4K Buy
+1,000
New +$38.4K 0.01% 216