Amplius Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Amplius Wealth 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 Q4	–	Sell	-2,052	Closed	-$323K	–	194
2022 Q3	$323K	Buy	2,052 +376	+22%	+$65.5K	0.06%	112
2022 Q2	$273K	Buy	+1,676	New	+$297K	0.04%	134
2022 Q1	–	Sell	-50	Closed	-$10K	–	882
2021 Q4	$10K	Buy	+50	New	+$9.99K	﹤0.01%	619

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

Amplius Wealth Advisors's VIS Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q4 2022, closing a stake of 2,052 shares — an estimated $323K sold.

Amplius Wealth Advisors first reported a position in VIS in Q4 2021 and held it in 3 quarters. The position peaked at $323K in Q3 2022. 386 funds tracked by Wall St. Rank hold VIS as of Q4 2022.

Amplius Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q4 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 2,052 Vanguard Industrials ETF shares in Q4 2022, an estimated $323K.
Amplius Wealth Advisors first reported a position in Vanguard Industrials ETF in Q4 2021 and held it in 3 quarters.
Amplius Wealth Advisors's Vanguard Industrials ETF position peaked at $323K in Q3 2022.
386 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.