Cypress Financial Planning’s Vanguard Industrials ETF VIS Stock Holding History

Cypress Financial Planning’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 Q2	–	Sell	-1,156	Closed	-$221K	–	57
2023 Q1	$221K	Sell	1,156 -639	-36%	-$121K	0.13%	53
2022 Q4	$329K	Sell	1,795 -552	-24%	-$98.8K	0.22%	41
2022 Q3	$370K	Sell	2,347 -195	-8%	-$34K	0.26%	36
2022 Q2	$415K	Buy	+2,542	New	+$450K	0.28%	34

Other funds holding VIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cypress Financial Planning's VIS Position: Q2 2023 in Review

Cypress Financial Planning sold out of Vanguard Industrials ETF (VIS) in Q2 2023, closing a stake of 1,156 shares — an estimated $221K sold.

Cypress Financial Planning first reported a position in VIS in Q2 2022 and held it in 4 quarters. The position peaked at $415K in Q2 2022. 386 funds tracked by Wall St. Rank hold VIS as of Q2 2023.

Cypress Financial Planning reported no remaining Vanguard Industrials ETF position as of Q2 2023 after selling out during the quarter.
Cypress Financial Planning sold 1,156 Vanguard Industrials ETF shares in Q2 2023, an estimated $221K.
Cypress Financial Planning first reported a position in Vanguard Industrials ETF in Q2 2022 and held it in 4 quarters.
Cypress Financial Planning's Vanguard Industrials ETF position peaked at $415K in Q2 2022.
386 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2023.

Based on Cypress Financial Planning's 13F filing for Q2 2023, filed 12 Jul 2023.