Concord Wealth Partners Vanguard Industrial ETF Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Concord Wealth Partners holds 86 shares of VIS stock, worth $22,299. This represents 0.0% of its overall portfolio holdings.

Number of Shares
86
Previous 86 -0.0%
Holding current value
$22,299
Previous $20,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$212.18 - $244.15 $424 - $488
-2 Reduced 2.27%
86 $20,000
Q3 2023

Oct 25, 2023
SELL
$193.82 - $212.6 $9,109 - $9,992
-47 Reduced 34.81%
88 $17,000
Q2 2023

Aug 07, 2023
SELL
$182.94 - $205.53 $1,463 - $1,644
-8 Reduced 5.59%
135 $27,000
Q1 2023

Apr 26, 2023
SELL
$181.58 - $196.87 $25,602 - $27,758
-141 Reduced 49.65%
143 $27,000
Q4 2022

Jan 27, 2023
BUY
$160.22 - $191.74 $45,502 - $54,454
284 New
284 $51,000
Q1 2022

Apr 20, 2022
SELL
$180.53 - $205.34 $30,509 - $34,702
-169 Reduced 38.15%
274 $53,000
Q4 2021

Jan 21, 2022
BUY
$189.71 - $207.5 $73,797 - $80,717
389 Added 720.37%
443 $90,000
Q3 2021

Nov 09, 2021
SELL
$187.89 - $201.13 $16,722 - $17,900
-89 Reduced 62.24%
54 $10,000
Q2 2021

Jul 29, 2021
SELL
$190.53 - $201.98 $44,584 - $47,263
-234 Reduced 62.07%
143 $28,000
Q1 2021

May 13, 2021
BUY
$164.98 - $189.86 $60,547 - $69,678
367 Added 3670.0%
377 $71,000
Q4 2020

Feb 16, 2021
BUY
$141.72 - $170.63 $1,417 - $1,706
10 New
10 $2,000

Others Institutions Holding VIS

# of Institutions
493
Shares Held
12.6M
Call Options Held
2.4K
Put Options Held
0
View Full List

About VANGUARD INDUSTRIAL ETF

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