Stonebridge Financial Planning Group, LLC Vanguard Industrial ETF Transaction History

Stonebridge Financial Planning Group, LLC

  • $181 Million
  • Q1 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 2,695 shares of VIS stock, worth $633,082. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,695
Previous 2,695 -0.0%
Holding current value
$633,082
Previous $594,000 10.61%
% of portfolio
0.36%
Previous 0.35%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
SELL
$183.76 - $221.15 $8,269 - $9,951
-45 Reduced 1.64%
2,695 $594,000
Q2 2023

Aug 11, 2023
BUY
$182.94 - $205.53 $32,014 - $35,967
175 Added 6.82%
2,740 $563,000
Q3 2022

Oct 31, 2022
SELL
N/A
-50 Reduced 1.91%
2,565 $404,000
Q2 2022

Aug 01, 2022
SELL
N/A
-255 Reduced 8.89%
2,615 $427,000
Q1 2022

May 10, 2022
SELL
N/A
-70 Reduced 2.38%
2,870 $558,000
Q4 2021

Feb 02, 2022
SELL
N/A
-20 Reduced 0.68%
2,940 $551,000
Q2 2021

Jul 28, 2021
BUY
N/A
695 Added 30.68%
2,960 $587,000
Q1 2021

May 06, 2021
BUY
N/A
570 Added 33.63%
2,265 $440,000
Q4 2020

Jan 27, 2021
BUY
N/A
100 Added 6.27%
1,695 $288,000
Q3 2020

Oct 26, 2020
SELL
N/A
-150 Reduced 8.6%
1,595 $245,000
Q2 2020

Jul 24, 2020
SELL
N/A
-350 Reduced 16.71%
1,745 $227,000
Q1 2020

Apr 15, 2020
SELL
N/A
-100 Reduced 4.56%
2,095 $244,000
Q4 2019

Feb 07, 2020
BUY
N/A
2,195 New
2,195 $338,000

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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