WAS
Winch Advisory Services’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
1,107
+3
| +0.3% | +$840 | 0.08% | 83 |
|
|
2025
Q1 | $273K | Buy |
1,104
+3
| +0.3% | +$743 | 0.07% | 81 |
|
|
2024
Q4 | $280K | Buy |
1,101
+7
| +0.6% | +$1.78K | 0.07% | 80 |
|
|
2024
Q3 | $284K | Buy |
1,094
+4
| +0.4% | +$1.04K | 0.08% | 77 |
|
|
2024
Q2 | $256K | Hold |
1,090
| – | – | 0.07% | 78 |
|
|
2024
Q1 | $266K | Buy |
1,090
+3
| +0.3% | +$732 | 0.08% | 73 |
|
|
2023
Q4 | $240K | Buy |
1,087
+9
| +0.8% | +$1.98K | 0.08% | 74 |
|
|
2023
Q3 | $210K | Sell |
1,078
-79
| -7% | -$15.4K | 0.08% | 73 |
|
|
2023
Q2 | $238K | Hold |
1,157
| – | – | 0.09% | 72 |
|
|
2023
Q1 | $220K | Buy |
1,157
+2
| +0.2% | +$380 | 0.09% | 74 |
|
|
2022
Q4 | $211K | Sell |
1,155
-96
| -8% | -$17.5K | 0.09% | 75 |
|
|
2022
Q3 | $197K | Hold |
1,251
| – | – | 0.08% | 70 |
|
|
2022
Q2 | $204K | Buy |
1,251
+2
| +0.2% | +$326 | 0.08% | 69 |
|
|
2022
Q1 | $243K | Hold |
1,249
| – | – | 0.08% | 70 |
|
|
2021
Q4 | $254K | Buy |
1,249
+53
| +4% | +$10.8K | 0.08% | 72 |
|
|
2021
Q3 | $225K | Buy |
1,196
+52
| +5% | +$9.78K | 0.08% | 70 |
|
|
2021
Q2 | $225K | Buy |
+1,144
| New | +$225K | 0.08% | 67 |
|