Apexium Financial’s Vanguard Industrials ETF VIS Stock Holding History

Apexium Financial’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
2025 Q3	$1.04M	Buy	3,495 +1	+0%	+$290	0.05%	130
2025 Q2	$979K	Buy	3,494 +1	+0%	+$258	0.05%	130
2025 Q1	$865K	Sell	3,493 -51	-1%	-$13.2K	0.05%	131
2024 Q4	$902K	Sell	3,544 -115	-3%	-$30.6K	0.05%	117
2024 Q3	$954K	Buy	3,659 +13	+0.4%	+$3.18K	0.06%	101
2024 Q2	$860K	Hold	3,646	–	–	0.06%	102
2024 Q1	$890K	Buy	3,646 +12	+0.3%	+$2.73K	0.07%	103
2023 Q4	$801K	Sell	3,634 -71	-2%	-$14.3K	0.06%	141
2023 Q3	$724K	Sell	3,705 -9	-0.2%	-$1.85K	0.07%	105
2023 Q2	$766K	Sell	3,714 -90	-2%	-$17.2K	0.07%	104
2023 Q1	$725K	Sell	3,804 -177	-4%	-$33.6K	0.07%	107
2022 Q4	$727K	Buy	3,981 +680	+21%	+$122K	0.08%	100
2022 Q3	$520K	Buy	+3,301	New	+$575K	0.06%	118
2020 Q2	–	Sell	-1,996	Closed	-$220K	–	82
2020 Q1	$220K	Buy	+1,996	New	+$283K	0.29%	50

Other funds holding VIS

Bank of America

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

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

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return