A detailed history of Wmg Financial Advisors, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 1,017 shares of VIS stock, worth $273,267. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,017
Previous 1,030 1.26%
Holding current value
$273,267
Previous $242,000 9.09%
% of portfolio
0.13%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$232.12 - $260.07 $3,017 - $3,380
-13 Reduced 1.26%
1,017 $264,000
Q2 2024

Jul 30, 2024

SELL
$232.2 - $244.04 $6,966 - $7,321
-30 Reduced 2.83%
1,030 $242,000
Q1 2023

Apr 18, 2023

SELL
$181.58 - $196.87 $10,168 - $11,024
-56 Reduced 5.02%
1,060 $201,000
Q4 2022

Feb 10, 2023

BUY
$160.22 - $191.74 $178,805 - $213,981
1,116 New
1,116 $203,000
Q2 2022

Aug 08, 2022

SELL
$159.78 - $193.45 $180,391 - $218,405
-1,129 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
$180.53 - $205.34 $4,513 - $5,133
25 Added 2.26%
1,129 $220,000
Q4 2021

Feb 14, 2022

BUY
$189.71 - $207.5 $209,439 - $229,080
1,104 New
1,104 $223,000

Others Institutions Holding VIS

About VANGUARD INDUSTRIAL ETF


  • Ticker VIS
  • Sector ETFs
  • Industry ETFs
More about VIS
Track This Portfolio

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.