Wingate Wealth 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
2025
Q1
Sell
-768
Closed -$195K 436
2024
Q4
$195K Buy
+768
New +$195K 0.19% 98