American Portfolios Advisors’s Vanguard Industrials ETF VIS Stock Holding History

American Portfolios Advisors’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 Q3	$387K	Sell	2,454 -100	-4%	-$17.4K	0.02%	744
2022 Q2	$417K	Sell	2,554 -2,152	-46%	-$381K	0.02%	735
2022 Q1	$915K	Buy	4,706 +2,580	+121%	+$496K	0.03%	518
2021 Q4	$431K	Buy	2,126 +1,515	+248%	+$303K	0.01%	807
2021 Q3	$115K	Buy	611 +297	+95%	+$58.3K	﹤0.01%	1392
2021 Q2	$61.7K	Buy	314 +250	+391%	+$49.1K	﹤0.01%	1632
2021 Q1	$12.1K	Hold	64	–	–	﹤0.01%	2295
2020 Q4	$10.9K	Hold	64	–	–	﹤0.01%	2076
2020 Q3	$9.27K	Hold	64	–	–	﹤0.01%	2013
2020 Q2	$8.31K	Hold	64	–	–	﹤0.01%	1998
2020 Q1	$7.06K	Sell	64 -18	-22%	-$2.55K	﹤0.01%	1952
2019 Q4	$12.6K	Hold	82	–	–	﹤0.01%	1904
2019 Q3	$11.9K	Buy	82 +25	+44%	+$3.61K	﹤0.01%	1868
2019 Q2	$8.27K	Buy	57 +27	+90%	+$3.85K	﹤0.01%	1968
2019 Q1	$4.22K	Sell	30 -290	-91%	-$39.2K	﹤0.01%	2144
2018 Q4	$38.6K	Buy	320 +22	+7%	+$2.92K	﹤0.01%	1121
2018 Q3	$44K	Sell	298 -8	-3%	-$1.15K	0.01%	1172
2018 Q2	$41.5K	Hold	306	–	–	0.01%	1150
2018 Q1	$42.5K	Sell	306 -123	-29%	-$17.7K	0.01%	1095
2017 Q4	$61.1K	Buy	+429	New	+$58.9K	0.01%	912

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

American Portfolios Advisors's VIS Position: Q3 2022 in Review

American Portfolios Advisors reduced its Vanguard Industrials ETF (VIS) stake by 3.9% in Q3 2022, selling an estimated $17.4K and leaving 2,454 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #744.

American Portfolios Advisors first reported a position in VIS in Q4 2017 and has held it in 20 quarters since. The position peaked at $915K in Q1 2022. 342 funds tracked by Wall St. Rank hold VIS as of Q3 2022.

American Portfolios Advisors held 2,454 shares of Vanguard Industrials ETF worth $387K as of Q3 2022.
American Portfolios Advisors sold 100 Vanguard Industrials ETF shares in Q3 2022, an estimated $17.4K.
Vanguard Industrials ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #744 holding.
American Portfolios Advisors first reported a position in Vanguard Industrials ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Vanguard Industrials ETF position peaked at $915K in Q1 2022.
342 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.