WMG Financial Advisors’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
Q3 | $280K | Hold |
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|
2025
Q2 | $265K | Hold |
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|
2025
Q1 | $234K | Hold |
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|
2024
Q4 | $240K | Sell |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $242K | Sell |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $218K | Hold |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Buy |
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|
2021
Q4 | $223K | Buy |
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