Williams Jones Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Hold |
|
|||||
|
2025
Q1 | $903K | Hold |
|
|||||
|
2024
Q4 | $928K | Buy |
|
|||||
|
2024
Q3 | $429K | Hold |
|
|||||
|
2024
Q2 | $388K | Sell |
|
|||||
|
2024
Q1 | $502K | Sell |
|
|||||
|
2023
Q4 | $513K | Sell |
|
|||||
|
2023
Q3 | $675K | Buy |
|
|||||
|
2023
Q2 | $610K | Hold |
|
|||||
|
2023
Q1 | $566K | Buy |
|
|||||
|
2022
Q4 | $350K | Buy |
|
|||||
|
2022
Q3 | $248K | Buy |
|
|||||
|
2022
Q2 | $247K | Hold |
|
|||||
|
2022
Q1 | $294K | Sell |
|
|||||
|
2021
Q4 | $335K | Hold |
|
|||||
|
2021
Q3 | $310K | Hold |
|
|||||
|
2021
Q2 | $324K | Hold |
|
|||||
|
2021
Q1 | $312K | Hold |
|
|||||
|
2020
Q4 | $280K | Hold |
|
|||||
|
2020
Q3 | $239K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $213K | Hold |
|
|||||
|
2019
Q4 | $297K | Buy |
|
|||||
|
2019
Q3 | $264K | Buy |
|