Covestor’s Vanguard Industrials ETF VIS Stock Holding History

Covestor’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
2024 Q4	–	Sell	-33	Closed	-$9K	–	2798
2024 Q3	$9K	Sell	33 -1	-3%	-$245	0.01%	1637
2024 Q2	$8K	Buy	34 +2	+6%	+$476	0.01%	1694
2024 Q1	$8K	Buy	32 +27	+540%	+$6.13K	0.01%	1723
2023 Q4	$1K	Hold	5	–	–	﹤0.01%	2049
2023 Q3	$1K	Sell	5 -7	-58%	-$1.44K	﹤0.01%	2015
2023 Q2	$3K	Sell	12 -2	-14%	-$382	﹤0.01%	1781
2023 Q1	$3K	Hold	14	–	–	﹤0.01%	1718
2022 Q4	$3K	Sell	14 -5	-26%	-$894	﹤0.01%	1729
2022 Q3	$3K	Sell	19 -1	-5%	-$174	﹤0.01%	1656
2022 Q2	$3K	Sell	20 -2	-9%	-$354	﹤0.01%	1566
2022 Q1	$4K	Sell	22 -2	-8%	-$385	﹤0.01%	1572
2021 Q4	$5K	Buy	+24	New	+$4.8K	0.01%	1351

Other funds holding VIS

Bank of America

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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management

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

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

Raymond James Financial

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

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