Financial Advocates Investment Management’s Vanguard Industrials ETF VIS Stock Holding History

Financial Advocates Investment Management’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	-650	Closed	-$206K	–	817
2024 Q3	$206K	Buy	+650	New	+$159K	0.01%	709
2018 Q4	–	Sell	-1,644	Closed	-$243K	–	508
2018 Q3	$243K	Hold	1,644	–	–	0.03%	436
2018 Q2	$224K	Buy	1,644 +72	+5%	+$10K	0.03%	436
2018 Q1	$219K	Hold	1,572	–	–	0.03%	434
2017 Q4	$224K	Buy	+1,572	New	+$216K	0.03%	430

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Financial Advocates Investment Management's VIS Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Vanguard Industrials ETF (VIS) in Q4 2024, closing a stake of 650 shares — an estimated $206K sold.

Financial Advocates Investment Management first reported a position in VIS in Q4 2017 and held it in 5 quarters. The position peaked at $243K in Q3 2018. 503 funds tracked by Wall St. Rank hold VIS as of Q4 2024.

Financial Advocates Investment Management reported no remaining Vanguard Industrials ETF position as of Q4 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 650 Vanguard Industrials ETF shares in Q4 2024, an estimated $206K.
Financial Advocates Investment Management first reported a position in Vanguard Industrials ETF in Q4 2017 and held it in 5 quarters.
Financial Advocates Investment Management's Vanguard Industrials ETF position peaked at $243K in Q3 2018.
503 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.