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Gen-Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History

Gen-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
-80
Closed -$20.9K – 682
2024
Q3 		$20.9K Buy
+80
New +$19.6K 0.01% 438

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

Gen-Wealth Partners's VIS Position: Q4 2024 in Review

Gen-Wealth Partners sold out of Vanguard Industrials ETF (VIS) in Q4 2024, closing a stake of 80 shares — an estimated $20.9K sold.

Gen-Wealth Partners first reported a position in VIS in Q3 2024 and held it in 1 quarter. The position peaked at $20.9K in Q3 2024. 503 funds tracked by Wall St. Rank hold VIS as of Q4 2024.

  • Gen-Wealth Partners reported no remaining Vanguard Industrials ETF position as of Q4 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 80 Vanguard Industrials ETF shares in Q4 2024, an estimated $20.9K.
  • Gen-Wealth Partners first reported a position in Vanguard Industrials ETF in Q3 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Vanguard Industrials ETF position peaked at $20.9K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.