Liberty Wealth Management LLC Vanguard Industrial ETF Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$189.71 - $207.5 $51,790 - $56,647	-273 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$187.89 - $201.13 $18,601 - $19,911	-99 Reduced 26.61%	273 $51,000
Q2 2021 Aug 13, 2021	SELL	$190.53 - $201.98 $10.1 Million - $10.8 Million	-53,270 Reduced 99.31%	372 $54,000
Q2 2021 Aug 13, 2021	BUY	$190.53 - $201.98 $10.2 Million - $10.8 Million	53,371 Added 19694.1%	53,642 $372,000
Q4 2020 Feb 09, 2021	SELL	$141.72 - $170.63 $7,086 - $8,531	-50 Reduced 15.58%	271 $45,000
Q3 2020 Nov 05, 2020	BUY	$126.86 - $150.7 $126 - $150	1 Added 0.31%	321 $46,000
Q2 2020 Aug 04, 2020	BUY	$104.23 - $144.02 $104 - $144	1 Added 0.31%	320 $42,000
Q1 2020 Apr 27, 2020	BUY	$91.89 - $160.43 $91 - $160	1 Added 0.31%	319 $35,000
Q4 2019 Feb 05, 2020	BUY	$139.34 - $155.5 $418 - $466	3 Added 0.95%	318 $49,000
Q1 2019 Apr 18, 2019	BUY	N/A	2 Added 0.64%	315 $44,000
Q4 2018 Mar 26, 2019	BUY	N/A	313 New	313 $37,000

Others Institutions Holding VIS

# of Institutions

491

Shares Held

12.6M

Call Options Held

2.4K

Put Options Held

0

About VANGUARD INDUSTRIAL ETF

Ticker VIS
Sector ETFs
Industry ETFs

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