FourThought Financial’s Vanguard Industrials ETF VIS Stock Holding History

FourThought Financial’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
2022 Q3	$143K	Hold	906	–	–	0.02%	362
2022 Q2	$148K	Hold	906	–	–	0.02%	360
2022 Q1	$176K	Hold	906	–	–	0.02%	357
2021 Q4	$184K	Hold	906	–	–	0.02%	356
2021 Q3	$170K	Hold	906	–	–	0.02%	368
2021 Q2	$177K	Hold	906	–	–	0.02%	373
2021 Q1	$171K	Hold	906	–	–	0.02%	375
2020 Q4	$154K	Buy	+906	New	+$145K	0.02%	385

Other funds holding VIS

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

FourThought Financial's VIS Position: Q3 2022 in Review

FourThought Financial held its Vanguard Industrials ETF (VIS) position steady in Q3 2022 at 906 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #362.

FourThought Financial first reported a position in VIS in Q4 2020 and has held it in 8 quarters since. The position peaked at $184K in Q4 2021. 342 funds tracked by Wall St. Rank hold VIS as of Q3 2022.

FourThought Financial held 906 shares of Vanguard Industrials ETF worth $143K as of Q3 2022.
FourThought Financial left its Vanguard Industrials ETF share count unchanged in Q3 2022.
Vanguard Industrials ETF made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #362 holding.
FourThought Financial first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Vanguard Industrials ETF position peaked at $184K in Q4 2021.
342 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.