WFG Advisors’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $15K | Buy |
119
+31
| +35% | +$3.91K | ﹤0.01% | 1028 |
|
|
2017
Q1 | $11K | Buy |
88
+80
| +1,000% | +$10K | ﹤0.01% | 1051 |
|
|
2016
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1508 |
|
|
2016
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1504 |
|
|
2016
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1498 |
|
|
2016
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1461 |
|
|
2015
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1495 |
|
|
2015
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1527 |
|
|
2015
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1589 |
|
|
2015
Q1 | $1K | Sell |
8
-42
| -84% | -$5.25K | ﹤0.01% | 1657 |
|
|
2014
Q4 | $5K | Buy |
50
+13
| +35% | +$1.3K | ﹤0.01% | 1638 |
|
|
2014
Q3 | $4K | Sell |
37
-29
| -44% | -$3.14K | ﹤0.01% | 1723 |
|
|
2014
Q2 | $7K | Hold |
66
| – | – | ﹤0.01% | 1572 |
|
|
2014
Q1 | $7K | Sell |
66
-46
| -41% | -$4.88K | ﹤0.01% | 1549 |
|
|
2013
Q4 | $11K | Sell |
112
-26
| -19% | -$2.55K | ﹤0.01% | 1555 |
|
|
2013
Q3 | $12K | Buy |
+138
| New | +$12K | ﹤0.01% | 1467 |
|