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Estate Counselors’s Vanguard Industrials ETF VIS Stock Holding History

Estate Counselors’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
Q4 		– Sell
-1,080
Closed -$211K – 137
2023
Q3 		$211K Buy
+1,080
New +$222K 0.03% 119

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Estate Counselors's VIS Position: Q4 2023 in Review

Estate Counselors sold out of Vanguard Industrials ETF (VIS) in Q4 2023, closing a stake of 1,080 shares — an estimated $211K sold.

Estate Counselors first reported a position in VIS in Q3 2023 and held it in 1 quarter. The position peaked at $211K in Q3 2023. 424 funds tracked by Wall St. Rank hold VIS as of Q4 2023.

  • Estate Counselors reported no remaining Vanguard Industrials ETF position as of Q4 2023 after selling out during the quarter.
  • Estate Counselors sold 1,080 Vanguard Industrials ETF shares in Q4 2023, an estimated $211K.
  • Estate Counselors first reported a position in Vanguard Industrials ETF in Q3 2023 and held it in 1 quarter.
  • Estate Counselors's Vanguard Industrials ETF position peaked at $211K in Q3 2023.
  • 424 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2023.

Based on Estate Counselors's 13F filing for Q4 2023, filed 23 Jan 2024.