Castle Wealth Management LLC Vanguard Industrial ETF Transaction History

Castle Wealth Management LLC

  • $214 Million
  • Q3 2025

A detailed history of Castle Wealth Management LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Castle Wealth Management LLC holds 837 shares of VIS stock, worth $250,246. This represents 0.12% of its overall portfolio holdings.

Number of Shares
837
Previous 877 4.56%
Holding current value
$250,246
Previous $245,000 0.82%
% of portfolio
0.12%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$281.0 - $296.29 $11,240 - $11,851
-40 Reduced 4.56%
837 $247,000
Q4 2024

Jan 29, 2025
BUY
$254.39 - $279.7 $254 - $279
1 Added 0.11%
877 $223,000
Q1 2024

Apr 29, 2024
BUY
$212.18 - $244.15 $185,869 - $213,875
876 New
876 $213,000
Q2 2022

Aug 01, 2022
BUY
$159.78 - $193.45 $135,813 - $164,432
850 New
850 $139,000

Others Institutions Holding VIS

# of Institutions
585
Shares Held
12.6M
Call Options Held
4.1K
Put Options Held
2.2K
View Full List

About VANGUARD INDUSTRIAL ETF

VIS Quotes by TradingView
  • Ticker VIS
  • Sector ETFs
  • Industry ETFs
More about VIS
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