Avantax Planning Partners’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $752K | Sell |
2,087
-318
| -13% | -$108K | 0.02% | 230 |
|
|
2026
Q1 | $751K | Buy |
2,405
+374
| +18% | +$121K | 0.02% | 228 |
|
|
2025
Q4 | $606K | Sell |
2,031
-2,886
| -59% | -$857K | 0.02% | 240 |
|
|
2025
Q3 | $1.46M | Buy |
4,917
+3,272
| +199% | +$948K | 0.04% | 159 |
|
|
2025
Q2 | $461K | Sell |
1,645
-351
| -18% | -$90.7K | 0.01% | 276 |
|
|
2025
Q1 | $494K | Buy |
+1,996
| New | +$517K | 0.02% | 262 |
|
|
2024
Q3 | – | Sell |
-2,172
| Closed | -$511K | – | 486 |
|
|
2024
Q2 | $511K | Sell |
2,172
-111
| -5% | -$26.4K | 0.02% | 280 |
|
|
2024
Q1 | $557K | Buy |
2,283
+77
| +3% | +$17.5K | 0.02% | 278 |
|
|
2023
Q4 | $486K | Sell |
2,206
-41
| -2% | -$8.26K | 0.02% | 242 |
|
|
2023
Q3 | $438K | Sell |
2,247
-852
| -27% | -$175K | 0.02% | 242 |
|
|
2023
Q2 | $637K | Sell |
3,099
-1,387
| -31% | -$265K | 0.03% | 215 |
|
|
2023
Q1 | $855K | Buy |
4,486
+814
| +22% | +$155K | 0.03% | 186 |
|
|
2022
Q4 | $671K | Sell |
3,672
-367
| -9% | -$65.7K | 0.03% | 206 |
|
|
2022
Q3 | $636K | Buy |
4,039
+695
| +21% | +$121K | 0.03% | 199 |
|
|
2022
Q2 | $546K | Sell |
3,344
-878
| -21% | -$155K | 0.02% | 209 |
|
|
2022
Q1 | $821K | Sell |
4,222
-250
| -6% | -$48.1K | 0.03% | 177 |
|
|
2021
Q4 | $908K | Buy |
4,472
+1,131
| +34% | +$226K | 0.04% | 164 |
|
|
2021
Q3 | $628K | Buy |
3,341
+200
| +6% | +$39.2K | 0.03% | 181 |
|
|
2021
Q2 | $617K | Sell |
3,141
-44
| -1% | -$8.65K | 0.03% | 174 |
|
|
2021
Q1 | $603K | Sell |
3,185
-276
| -8% | -$49.1K | 0.03% | 172 |
|
|
2020
Q4 | $588K | Hold |
3,461
| – | – | 0.03% | 169 |
|
|
2020
Q3 | $501K | Hold |
3,461
| – | – | 0.03% | 178 |
|
|
2020
Q2 | $450K | Sell |
3,461
-22
| -0.6% | -$2.69K | 0.03% | 181 |
|
|
2020
Q1 | $384K | Buy |
3,483
+100
| +3% | +$14.2K | 0.03% | 179 |
|
|
2019
Q4 | $521K | Buy |
3,383
+62
| +2% | +$9.33K | 0.03% | 172 |
|
|
2019
Q3 | $485K | Sell |
3,321
-283
| -8% | -$40.9K | 0.03% | 172 |
|
|
2019
Q2 | $522K | Sell |
3,604
-948
| -21% | -$135K | 0.03% | 165 |
|
|
2019
Q1 | $637K | Buy |
+4,552
| New | +$616K | 0.04% | 141 |
|
|
2018
Q4 | – | Sell |
-4,646
| Closed | -$686K | – | 1164 |
|
|
2018
Q3 | $686K | Buy |
4,646
+268
| +6% | +$38.6K | 0.05% | 112 |
|
|
2018
Q2 | $595K | Sell |
4,378
-2,351
| -35% | -$328K | 0.05% | 121 |
|
|
2018
Q1 | $936K | Buy |
6,729
+2,220
| +49% | +$320K | 0.08% | 102 |
|
|
2017
Q4 | $642K | Sell |
4,509
-680
| -13% | -$93.3K | 0.06% | 144 |
|
|
2017
Q3 | $697K | Buy |
5,189
+1,609
| +45% | +$208K | 0.05% | 158 |
|
|
2017
Q2 | $460K | Buy |
+3,580
| New | +$452K | 0.04% | 200 |
|
Other funds holding VIS
PCH
BCMIO
MM
Avantax Planning Partners's VIS Position: Q2 2026 in Review
Avantax Planning Partners reduced its Vanguard Industrials ETF (VIS) stake by 13% in Q2 2026, selling an estimated $108K and leaving 2,087 shares worth $752K. The position accounts for 0.02% of the portfolio, ranked #230.
Avantax Planning Partners first reported a position in VIS in Q2 2017 and has held it in 34 quarters since. The position peaked at $1.46M in Q3 2025. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.
- Avantax Planning Partners held 2,087 shares of Vanguard Industrials ETF worth $752K as of Q2 2026.
- Avantax Planning Partners sold 318 Vanguard Industrials ETF shares in Q2 2026, an estimated $108K.
- Vanguard Industrials ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #230 holding.
- Avantax Planning Partners first reported a position in Vanguard Industrials ETF in Q2 2017 and has held it in 34 quarters since.
- Avantax Planning Partners's Vanguard Industrials ETF position peaked at $1.46M in Q3 2025.
- 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.