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

Avior 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
2025
Q1 		– Sell
-125
Closed -$32K – 2280
2024
Q4 		$32K Buy
125
+66
+112% +$17.6K ﹤0.01% 1289
2024
Q3 		$15.5K Buy
59
+26
+79% +$6.37K ﹤0.01% 1429
2024
Q2 		$7.85K Buy
33
+13
+65% +$3.1K ﹤0.01% 1586
2024
Q1 		$5.08K Hold
20
– – ﹤0.01% 2076
2023
Q4 		$4.58K Hold
20
– – ﹤0.01% 1172
2023
Q3 		$4.01K Hold
20
– – ﹤0.01% 1255
2023
Q2 		$4.22K Hold
20
– – ﹤0.01% 1222
2023
Q1 		$3.91K Sell
20
-30
-60% -$5.7K ﹤0.01% 1262
2022
Q4 		$9.21K Hold
50
– – ﹤0.01% 867
2022
Q3 		$7K Buy
+50
New +$8.71K ﹤0.01% 905

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Avior Wealth Management's VIS Position: Q1 2025 in Review

Avior Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q1 2025, closing a stake of 125 shares — an estimated $32K sold.

Avior Wealth Management first reported a position in VIS in Q3 2022 and held it in 10 quarters. The position peaked at $32K in Q4 2024. 485 funds tracked by Wall St. Rank hold VIS as of Q1 2025.

  • Avior Wealth Management reported no remaining Vanguard Industrials ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 125 Vanguard Industrials ETF shares in Q1 2025, an estimated $32K.
  • Avior Wealth Management first reported a position in Vanguard Industrials ETF in Q3 2022 and held it in 10 quarters.
  • Avior Wealth Management's Vanguard Industrials ETF position peaked at $32K in Q4 2024.
  • 485 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.