WBH Advisory’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
Q2 | $3.37M | Sell |
12,042
-383
| -3% | -$107K | 0.29% | 71 |
|
2025
Q1 | $3.08M | Sell |
12,425
-575
| -4% | -$142K | 0.29% | 71 |
|
2024
Q4 | $3.31M | Buy |
13,000
+244
| +2% | +$62.1K | 0.31% | 67 |
|
2024
Q3 | $3.32M | Buy |
12,756
+691
| +6% | +$180K | 0.31% | 65 |
|
2024
Q2 | $2.84M | Sell |
12,065
-186
| -2% | -$43.8K | 0.29% | 69 |
|
2024
Q1 | $2.99M | Sell |
12,251
-89
| -0.7% | -$21.7K | 0.31% | 68 |
|
2023
Q4 | $2.72M | Sell |
12,340
-68
| -0.5% | -$15K | 0.3% | 66 |
|
2023
Q3 | $2.42M | Sell |
12,408
-104
| -0.8% | -$20.3K | 0.3% | 72 |
|
2023
Q2 | $2.57M | Buy |
12,512
+635
| +5% | +$131K | 0.3% | 71 |
|
2023
Q1 | $2.26M | Buy |
+11,877
| New | +$2.26M | 0.28% | 82 |
|
2022
Q3 | $1.7M | Buy |
10,761
+21
| +0.2% | +$3.31K | 0.24% | 92 |
|
2022
Q2 | $1.76M | Sell |
10,740
-2,296
| -18% | -$376K | 0.23% | 97 |
|
2022
Q1 | $2.4M | Sell |
13,036
-4,150
| -24% | -$763K | 0.29% | 77 |
|
2021
Q4 | $3.49M | Buy |
17,186
+3,887
| +29% | +$789K | 0.4% | 62 |
|
2021
Q3 | $2.5M | Buy |
13,299
+2,762
| +26% | +$519K | 0.34% | 65 |
|
2021
Q2 | $2.08M | Sell |
10,537
-124
| -1% | -$24.5K | 0.3% | 74 |
|
2021
Q1 | $2.02M | Sell |
10,661
-422
| -4% | -$79.9K | 0.33% | 70 |
|
2020
Q4 | $1.94M | Sell |
11,083
-465
| -4% | -$81.4K | 0.33% | 63 |
|
2020
Q3 | $1.67M | Sell |
11,548
-646
| -5% | -$93.5K | 0.34% | 65 |
|
2020
Q2 | $1.58M | Buy |
12,194
+278
| +2% | +$36.1K | 0.38% | 63 |
|
2020
Q1 | $1.31K | Buy |
11,916
+1,182
| +11% | +$130 | 0.31% | 64 |
|
2019
Q4 | $1.65M | Sell |
10,734
-393
| -4% | -$60.4K | 0.34% | 67 |
|
2019
Q3 | $1.63M | Sell |
11,127
-110
| -1% | -$16.1K | 0.36% | 66 |
|
2019
Q2 | $1.64M | Sell |
11,237
-200
| -2% | -$29.2K | 0.38% | 64 |
|
2019
Q1 | $1.6M | Hold |
11,437
| – | – | 0.38% | 65 |
|
2018
Q4 | $1.38K | Buy |
11,437
+2,796
| +32% | +$337 | 0.33% | 67 |
|
2018
Q3 | $1.28M | Sell |
8,641
-140
| -2% | -$20.7K | 0.31% | 78 |
|
2018
Q2 | $1.19M | Hold |
8,781
| – | – | 0.31% | 79 |
|
2018
Q1 | $1.22M | Buy |
8,781
+84
| +1% | +$11.7K | 0.33% | 78 |
|
2017
Q4 | $1.24M | Sell |
8,697
-240
| -3% | -$34.2K | 0.33% | 74 |
|
2017
Q3 | $1.2M | Sell |
8,937
-50
| -0.6% | -$6.71K | 0.33% | 72 |
|
2017
Q2 | $1.15M | Sell |
8,987
-667
| -7% | -$85.6K | 0.32% | 70 |
|
2017
Q1 | $1.19M | Buy |
9,654
+1,531
| +19% | +$189K | 0.36% | 67 |
|
2016
Q4 | $968K | Sell |
8,123
-150
| -2% | -$17.9K | 0.32% | 73 |
|
2016
Q3 | $917K | Sell |
8,273
-290
| -3% | -$32.1K | 0.31% | 76 |
|
2016
Q2 | $909K | Buy |
8,563
+314
| +4% | +$33.3K | 0.35% | 68 |
|
2016
Q1 | $867K | Sell |
8,249
-659
| -7% | -$69.3K | 0.29% | 70 |
|
2015
Q4 | $899 | Sell |
8,908
-3,141
| -26% | -$317 | 0.31% | 64 |
|
2015
Q3 | $1.14M | Buy |
12,049
+10,065
| +507% | +$956K | 0.48% | 51 |
|
2015
Q2 | $207K | Hold |
1,984
| – | – | 0.08% | 191 |
|
2015
Q1 | $212 | Sell |
1,984
-176
| -8% | -$19 | 0.06% | 203 |
|
2014
Q4 | $230K | Buy |
+2,160
| New | +$230K | 0.09% | 184 |
|