A detailed history of Cape Investment Advisory, Inc. transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 536 shares of VIS stock, worth $139,772. This represents 0.06% of its overall portfolio holdings.

Number of Shares
536
Previous 537 0.19%
Holding current value
$139,772
Previous $131 Million 3.84%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$232.2 - $244.04 $232 - $244
-1 Reduced 0.19%
536 $126 Million
Q1 2024

Jun 21, 2024

BUY
$212.18 - $244.15 $78,718 - $90,579
371 Added 223.49%
537 $131 Million
Q4 2023

Feb 12, 2024

SELL
$183.76 - $221.15 $111,542 - $134,238
-607 Reduced 78.53%
166 $36.6 Million
Q3 2023

Nov 06, 2023

BUY
$193.82 - $212.6 $110,865 - $121,607
572 Added 284.58%
773 $151 Million
Q1 2023

Oct 12, 2023

BUY
$181.58 - $196.87 $36,497 - $39,570
201 New
201 $38.3 Million

Others Institutions Holding VIS

About VANGUARD INDUSTRIAL ETF


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

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. 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 Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.