Csenge Advisory Group’s Vanguard Industrials ETF VIS Stock Holding History

Csenge Advisory Group’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
2023 Q1	–	Sell	-1,402	Closed	-$256K	–	648
2022 Q4	$256K	Buy	+1,402	New	+$251K	0.02%	505
2021 Q1	–	Sell	-2,319	Closed	-$394K	–	525
2020 Q4	$394K	Sell	2,319 -4,051	-64%	-$648K	0.05%	272
2020 Q3	$939K	Buy	+6,370	New	+$898K	0.13%	134

Other funds holding VIS

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

PCH

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Csenge Advisory Group's VIS Position: Q1 2023 in Review

Csenge Advisory Group sold out of Vanguard Industrials ETF (VIS) in Q1 2023, closing a stake of 1,402 shares — an estimated $256K sold.

Csenge Advisory Group first reported a position in VIS in Q3 2020 and held it in 3 quarters. The position peaked at $939K in Q3 2020. 389 funds tracked by Wall St. Rank hold VIS as of Q1 2023.

Csenge Advisory Group reported no remaining Vanguard Industrials ETF position as of Q1 2023 after selling out during the quarter.
Csenge Advisory Group sold 1,402 Vanguard Industrials ETF shares in Q1 2023, an estimated $256K.
Csenge Advisory Group first reported a position in Vanguard Industrials ETF in Q3 2020 and held it in 3 quarters.
Csenge Advisory Group's Vanguard Industrials ETF position peaked at $939K in Q3 2020.
389 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2023.

Based on Csenge Advisory Group's 13F filing for Q1 2023, filed 1 May 2023.