Wealthcare Advisory 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
Q2 | $749K | Buy |
2,675
+114
| +4% | +$31.9K | 0.02% | 543 |
|
2025
Q1 | $634K | Hold |
2,561
| – | – | 0.02% | 544 |
|
2024
Q4 | $651K | Sell |
2,561
-12
| -0.5% | -$3.05K | 0.02% | 518 |
|
2024
Q3 | $669K | Buy |
2,573
+61
| +2% | +$15.9K | 0.02% | 503 |
|
2024
Q2 | $591K | Buy |
2,512
+175
| +7% | +$41.2K | 0.02% | 499 |
|
2024
Q1 | $571K | Buy |
2,337
+53
| +2% | +$12.9K | 0.02% | 514 |
|
2023
Q4 | $504K | Sell |
2,284
-11
| -0.5% | -$2.43K | 0.02% | 487 |
|
2023
Q3 | $448K | Sell |
2,295
-57
| -2% | -$11.1K | 0.02% | 458 |
|
2023
Q2 | $483K | Buy |
2,352
+21
| +0.9% | +$4.32K | 0.02% | 454 |
|
2023
Q1 | $444K | Sell |
2,331
-74
| -3% | -$14.1K | 0.02% | 487 |
|
2022
Q4 | $439K | Sell |
2,405
-26
| -1% | -$4.75K | 0.02% | 451 |
|
2022
Q3 | $383K | Buy |
2,431
+9
| +0.4% | +$1.42K | 0.02% | 429 |
|
2022
Q2 | $396K | Sell |
2,422
-61
| -2% | -$9.97K | 0.02% | 376 |
|
2022
Q1 | $483K | Buy |
2,483
+258
| +12% | +$50.2K | 0.03% | 318 |
|
2021
Q4 | $452K | Buy |
+2,225
| New | +$452K | 0.03% | 330 |
|
2021
Q2 | – | Sell |
-65
| Closed | -$12K | – | 1822 |
|
2021
Q1 | $12K | Buy |
+65
| New | +$12K | ﹤0.01% | 1403 |
|
2020
Q2 | – | Sell |
-94
| Closed | -$10K | – | 1313 |
|
2020
Q1 | $10K | Buy |
94
+56
| +147% | +$5.96K | ﹤0.01% | 934 |
|
2019
Q4 | $6K | Hold |
38
| – | – | ﹤0.01% | 1081 |
|
2019
Q3 | $6K | Hold |
38
| – | – | ﹤0.01% | 1045 |
|
2019
Q2 | $6K | Hold |
38
| – | – | ﹤0.01% | 1033 |
|
2019
Q1 | $5K | Hold |
38
| – | – | ﹤0.01% | 981 |
|
2018
Q4 | $5K | Hold |
38
| – | – | ﹤0.01% | 951 |
|
2018
Q3 | $6K | Hold |
38
| – | – | ﹤0.01% | 963 |
|
2018
Q2 | $5K | Hold |
38
| – | – | ﹤0.01% | 996 |
|
2018
Q1 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 838 |
|