Mission Wealth Management, LP Vanguard Industrial ETF Transaction History

Mission Wealth Management, LP

  • $3.78 Billion
  • Q1 2024

A detailed history of Mission Wealth Management, LP transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 2,356 shares of VIS stock, worth $550,974. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,356
Previous 2,174 8.37%
Holding current value
$550,974
Previous $479,000 20.04%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 30, 2024
BUY
$212.18 - $244.15 $38,616 - $44,435
182 Added 8.37%
2,356 $575,000
Q4 2023

Feb 05, 2024
BUY
$183.76 - $221.15 $22,234 - $26,759
121 Added 5.89%
2,174 $479,000
Q3 2023

Oct 23, 2023
SELL
$193.82 - $212.6 $29,073 - $31,890
-150 Reduced 6.81%
2,053 $400,000
Q2 2023

Aug 04, 2023
SELL
$182.94 - $205.53 $100,617 - $113,041
-550 Reduced 19.98%
2,203 $452,000
Q1 2023

Apr 07, 2023
BUY
$181.58 - $196.87 $214,082 - $232,109
1,179 Added 74.9%
2,753 $524,000
Q4 2022

Feb 02, 2023
SELL
$176.01 - $191.74 $17,777 - $19,365
-101 Reduced 6.03%
1,574 $287,000
Q3 2022

Oct 12, 2022
BUY
N/A
246 Added 17.21%
1,675 $264,000
Q2 2022

Jul 27, 2022
SELL
N/A
-467 Reduced 24.63%
1,429 $233,000
Q1 2022

Apr 25, 2022
SELL
N/A
-274 Reduced 12.63%
1,896 $369,000
Q4 2021

Feb 11, 2022
BUY
N/A
4 Added 0.18%
2,170 $441,000
Q2 2021

Aug 10, 2021
BUY
N/A
862 Added 66.1%
2,166 $426,000
Q1 2021

May 10, 2021
BUY
N/A
1,304 New
1,304 $247,000

Others Institutions Holding VIS

# of Institutions
476
Shares Held
12.1M
Call Options Held
6K
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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