Advisors Preferred’s Vanguard Industrials ETF VIS Stock Holding History

Advisors Preferred’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
2024 Q2	–	Sell	-628	Closed	-$152K	–	237
2024 Q1	$152K	Buy	628 +162	+35%	+$36.8K	0.03%	130
2023 Q4	$102K	Buy	+466	New	+$93.9K	0.02%	148
2023 Q3	–	Sell	-836	Closed	-$172K	–	262
2023 Q2	$172K	Buy	836 +683	+446%	+$131K	0.04%	100
2023 Q1	$29.2K	Buy	+153	New	+$29.1K	0.01%	135
2019 Q1	–	Sell	-199	Closed	-$24K	–	246
2018 Q4	$24K	Buy	+199	New	+$26.4K	0.03%	113
2017 Q4	–	Sell	-763	Closed	-$102K	–	262
2017 Q3	$102K	Buy	+763	New	+$98.8K	0.06%	106
2017 Q1	–	Sell	-2,124	Closed	-$253K	–	273
2016 Q4	$253K	Buy	+2,124	New	+$244K	0.13%	74
2016 Q2	–	Sell	-1,071	Closed	-$113K	–	303
2016 Q1	$113K	Buy	1,071 +884	+473%	+$86.2K	0.06%	70
2015 Q4	$19K	Buy	+187	New	+$19.1K	0.01%	149
2015 Q2	–	Sell	-324	Closed	-$34.8K	–	287
2015 Q1	$34.8K	Buy	+324	New	+$34.5K	0.02%	155
2014 Q3	–	Sell	-1,020	Closed	-$106K	–	371
2014 Q2	$106K	Sell	1,020 -2,647	-72%	-$271K	0.05%	115
2014 Q1	$369K	Buy	+3,667	New	+$362K	0.17%	103

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Advisors Preferred's VIS Position: Q2 2024 in Review

Advisors Preferred sold out of Vanguard Industrials ETF (VIS) in Q2 2024, closing a stake of 628 shares — an estimated $152K sold.

Advisors Preferred first reported a position in VIS in Q1 2014 and held it in 12 quarters. The position peaked at $369K in Q1 2014. 459 funds tracked by Wall St. Rank hold VIS as of Q2 2024.

Advisors Preferred reported no remaining Vanguard Industrials ETF position as of Q2 2024 after selling out during the quarter.
Advisors Preferred sold 628 Vanguard Industrials ETF shares in Q2 2024, an estimated $152K.
Advisors Preferred first reported a position in Vanguard Industrials ETF in Q1 2014 and held it in 12 quarters.
Advisors Preferred's Vanguard Industrials ETF position peaked at $369K in Q1 2014.
459 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2024.

Based on Advisors Preferred's 13F filing for Q2 2024, filed 30 Jul 2024.