CX Institutional’s Vanguard Industrials ETF VIS Stock Holding History

CX Institutional’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
2026 Q2	$19K	Sell	53 -10	-16%	-$3.39K	﹤0.01%	1190
2026 Q1	$20K	Sell	63 -32	-34%	-$10.4K	﹤0.01%	1138
2025 Q4	$28K	Buy	95 +5	+6%	+$1.49K	﹤0.01%	1067
2025 Q3	$27K	Sell	90 -1,014	-92%	-$294K	﹤0.01%	1051
2025 Q2	$309K	Sell	1,104 -758	-41%	-$196K	0.01%	496
2025 Q1	$461K	Sell	1,862 -17,998	-91%	-$4.66M	0.02%	390
2024 Q4	$5.05M	Buy	+19,860	New	+$5.28M	0.2%	127
2024 Q3	–	Sell	-1,752	Closed	-$412K	–	596
2024 Q2	$412K	Buy	1,752 +1,509	+621%	+$359K	0.02%	394
2024 Q1	$59.3K	Sell	243 -7,859	-97%	-$1.79M	﹤0.01%	537
2023 Q4	$1.79M	Sell	8,102 -187	-2%	-$37.7K	0.1%	197
2023 Q3	$1.62M	Sell	8,289 -1,582	-16%	-$325K	0.09%	204
2023 Q2	$2.03M	Sell	9,871 -2,139	-18%	-$409K	0.11%	211
2023 Q1	$2.29M	Buy	+12,010	New	+$2.28M	0.12%	204
2022 Q4	–	Sell	-6,353	Closed	-$1M	–	575
2022 Q3	$1M	Sell	6,353 -1,459	-19%	-$254K	0.07%	260
2022 Q2	$1.28M	Sell	7,812 -19,549	-71%	-$3.46M	0.1%	223
2022 Q1	$5.32M	Buy	27,361 +21,619	+377%	+$4.16M	0.43%	59
2021 Q4	$1.17M	Sell	5,742 -6,920	-55%	-$1.38M	0.09%	191
2021 Q3	$2.38M	Sell	12,662 -168	-1%	-$33K	0.19%	124
2021 Q2	$2.52M	Sell	12,830 -58	-0.5%	-$11.4K	0.21%	117
2021 Q1	$2.44M	Sell	12,888 -493	-4%	-$87.8K	0.22%	112
2020 Q4	$2.27M	Buy	+13,381	New	+$2.14M	0.22%	135
2019 Q4	–	Sell	-158	Closed	-$23K	–	774
2019 Q3	$23K	Sell	158 -10,403	-99%	-$1.5M	﹤0.01%	357
2019 Q2	$1.54M	Buy	+10,561	New	+$1.51M	0.24%	95

Other funds holding VIS

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return