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Disciplined Investments’s Vanguard Industrials ETF VIS Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-10
Closed -$2.06K – 1492
2023
Q2 		$2.06K Hold
10
– – ﹤0.01% 652
2023
Q1 		$1.91K Hold
10
– – ﹤0.01% 683
2022
Q4 		$1.83K Hold
10
– – ﹤0.01% 660
2022
Q3 		$2K Hold
10
– – ﹤0.01% 735
2022
Q2 		$2K Sell
10
-1
-9% -$177 ﹤0.01% 754
2022
Q1 		$2K Hold
11
– – ﹤0.01% 806
2021
Q4 		$2K Hold
11
– – ﹤0.01% 454
2021
Q3 		$2K Buy
+11
New +$2.16K ﹤0.01% 405

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Disciplined Investments's VIS Position: Q3 2023 in Review

Disciplined Investments sold out of Vanguard Industrials ETF (VIS) in Q3 2023, closing a stake of 10 shares — an estimated $2.06K sold.

Disciplined Investments first reported a position in VIS in Q3 2021 and held it in 8 quarters. The position peaked at $2.06K in Q2 2023. 398 funds tracked by Wall St. Rank hold VIS as of Q3 2023.

  • Disciplined Investments reported no remaining Vanguard Industrials ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 Vanguard Industrials ETF shares in Q3 2023, an estimated $2.06K.
  • Disciplined Investments first reported a position in Vanguard Industrials ETF in Q3 2021 and held it in 8 quarters.
  • Disciplined Investments's Vanguard Industrials ETF position peaked at $2.06K in Q2 2023.
  • 398 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.