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

Align 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
2022 Q4	$5.2K	Buy	+33	New	+$5.9K	﹤0.01%	165

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

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

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

Align Wealth Management's VIS Position: Q4 2022 in Review

Align Wealth Management opened a new position in Vanguard Industrials ETF (VIS) in Q4 2022: 33 shares worth $5.2K. The stake represents ﹤0.01% of the portfolio and ranks #165 among its holdings.

386 funds tracked by Wall St. Rank hold VIS as of Q4 2022.

Align Wealth Management held 33 shares of Vanguard Industrials ETF worth $5.2K as of Q4 2022.
Vanguard Industrials ETF was a new Align Wealth Management position in Q4 2022.
Vanguard Industrials ETF made up ﹤0.01% of Align Wealth Management's portfolio in Q4 2022, its #165 holding.
386 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.