Concord Wealth Partners Vanguard Industrial ETF Transaction History

Concord Wealth Partners

$710 Million
Q3 2025

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 $25,693. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 86 -0.0%

Holding current value

$25,693

Previous $24,000 4.17%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

587

Shares Held

12.5M

Call Options Held

3.3K

Put Options Held

3.5K

View Full List

About VANGUARD INDUSTRIAL ETF

Ticker VIS
Sector ETFs
Industry ETFs

More about VIS

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Concord Wealth Partners Vanguard Industrial ETF Transaction History