Wealthspire Advisors (Maryland)’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-28
| Closed | -$4K | – | 2028 |
|
|
2019
Q1 | $4K | Hold |
28
| – | – | ﹤0.01% | 1939 |
|
|
2018
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 1999 |
|
|
2018
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 1942 |
|
|
2018
Q2 | $4K | Hold |
28
| – | – | ﹤0.01% | 1912 |
|
|
2018
Q1 | $4K | Sell |
28
-32
| -53% | -$4.57K | ﹤0.01% | 1939 |
|
|
2017
Q4 | $9K | Buy |
60
+32
| +114% | +$4.8K | ﹤0.01% | 1640 |
|
|
2017
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 1873 |
|
|
2017
Q2 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 1851 |
|
|
2017
Q1 | – | Sell |
-25
| Closed | -$3K | – | 2028 |
|
|
2016
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 1496 |
|
|
2016
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 1500 |
|
|
2016
Q2 | $3K | Sell |
25
-43
| -63% | -$5.16K | ﹤0.01% | 1454 |
|
|
2016
Q1 | $7K | Hold |
68
| – | – | ﹤0.01% | 1268 |
|
|
2015
Q4 | $7K | Buy |
+68
| New | +$7K | ﹤0.01% | 1283 |
|