Accel Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Accel Wealth Management’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-146	Closed	-$27.8K	–	842
2023 Q1	$27.8K	Hold	146	–	–	0.01%	620
2022 Q4	$26.7K	Sell	146 -13	-8%	-$2.33K	0.01%	485
2022 Q3	$27K	Hold	159	–	–	0.01%	491
2022 Q2	$26K	Hold	159	–	–	0.01%	478
2022 Q1	$31K	Sell	159 -34	-18%	-$6.54K	0.02%	463
2021 Q4	$39K	Hold	193	–	–	0.02%	429
2021 Q3	$36K	Hold	193	–	–	0.02%	385
2021 Q2	$38K	Sell	193 -20	-9%	-$3.93K	0.03%	394
2021 Q1	$40K	Hold	213	–	–	0.03%	357
2020 Q4	$36K	Buy	+213	New	+$34.1K	0.03%	368

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Accel Wealth Management's VIS Position: Q2 2023 in Review

Accel Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q2 2023, closing a stake of 146 shares — an estimated $27.8K sold.

Accel Wealth Management first reported a position in VIS in Q4 2020 and held it in 10 quarters. The position peaked at $40K in Q1 2021. 386 funds tracked by Wall St. Rank hold VIS as of Q2 2023.

Accel Wealth Management reported no remaining Vanguard Industrials ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 146 Vanguard Industrials ETF shares in Q2 2023, an estimated $27.8K.
Accel Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Vanguard Industrials ETF position peaked at $40K in Q1 2021.
386 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.