DWP
VIS icon

Destiny Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History

Destiny Wealth Partners’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
-41,201
Closed -$10.7M – 175
2024
Q3 		$10.7M Sell
41,201
-124
-0.3% -$30.4K 1.88% 16
2024
Q2 		$9.72M Sell
41,325
-3,615
-8% -$861K 1.75% 19
2024
Q1 		$11M Sell
44,940
-5,207
-10% -$1.18M 1.97% 15
2023
Q4 		$10.8M Buy
+50,147
New +$10.1M 2.02% 13

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Destiny Wealth Partners's VIS Position: Q4 2024 in Review

Destiny Wealth Partners sold out of Vanguard Industrials ETF (VIS) in Q4 2024, closing a stake of 41,201 shares — an estimated $10.7M sold.

Destiny Wealth Partners first reported a position in VIS in Q4 2023 and held it in 4 quarters. The position peaked at $11M in Q1 2024. 503 funds tracked by Wall St. Rank hold VIS as of Q4 2024.

  • Destiny Wealth Partners reported no remaining Vanguard Industrials ETF position as of Q4 2024 after selling out during the quarter.
  • Destiny Wealth Partners sold 41,201 Vanguard Industrials ETF shares in Q4 2024, an estimated $10.7M.
  • Destiny Wealth Partners first reported a position in Vanguard Industrials ETF in Q4 2023 and held it in 4 quarters.
  • Destiny Wealth Partners's Vanguard Industrials ETF position peaked at $11M in Q1 2024.
  • 503 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2024.

Based on Destiny Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.