WMG Financial 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
Q2 | $265K | Hold |
945
| – | – | 0.1% | 149 |
|
|
2025
Q1 | $234K | Hold |
945
| – | – | 0.1% | 147 |
|
|
2024
Q4 | $240K | Sell |
945
-72
| -7% | -$18.3K | 0.1% | 140 |
|
|
2024
Q3 | $264K | Sell |
1,017
-13
| -1% | -$3.38K | 0.12% | 130 |
|
|
2024
Q2 | $242K | Sell |
1,030
-30
| -3% | -$7.06K | 0.13% | 131 |
|
|
2024
Q1 | $259K | Hold |
1,060
| – | – | 0.15% | 107 |
|
|
2023
Q4 | $234K | Hold |
1,060
| – | – | 0.15% | 97 |
|
|
2023
Q3 | $207K | Hold |
1,060
| – | – | 0.18% | 94 |
|
|
2023
Q2 | $218K | Hold |
1,060
| – | – | 0.16% | 108 |
|
|
2023
Q1 | $202K | Sell |
1,060
-56
| -5% | -$10.7K | 0.17% | 107 |
|
|
2022
Q4 | $204K | Buy |
+1,116
| New | +$204K | 0.17% | 119 |
|
|
2022
Q2 | – | Sell |
-1,129
| Closed | -$219K | – | 182 |
|
|
2022
Q1 | $219K | Buy |
1,129
+25
| +2% | +$4.85K | 0.16% | 157 |
|
|
2021
Q4 | $223K | Buy |
+1,104
| New | +$223K | 0.17% | 155 |
|