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AP
Advisors Preferred’s
Vanguard Industrials ETF
VIS
Stock Holding History
Advisors Preferred’s Portfolio
VIS Stock Details
VIS Fund Activity
Bought
Maintained
Sold
Shares
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
$1.37T AUM
24.88%
1-Year Est. Return
PCH
PGIM Custom Harvest
Newark, New Jersey
$6.4B AUM
18.53%
1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton, Ohio
$1.78B AUM
14.7%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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