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Global Wealth Strategies & Associates’s Vanguard Industrials ETF VIS Stock Holding History

Global Wealth Strategies & Associates’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
2025
Q2 		– Sell
-27
Closed -$6.68K – 465
2025
Q1 		$6.68K Buy
+27
New +$6.99K ﹤0.01% 299

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Wealth Strategies & Associates's VIS Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of Vanguard Industrials ETF (VIS) in Q2 2025, closing a stake of 27 shares — an estimated $6.68K sold.

Global Wealth Strategies & Associates first reported a position in VIS in Q1 2025 and held it in 1 quarter. The position peaked at $6.68K in Q1 2025. 524 funds tracked by Wall St. Rank hold VIS as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining Vanguard Industrials ETF position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 27 Vanguard Industrials ETF shares in Q2 2025, an estimated $6.68K.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Industrials ETF in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Vanguard Industrials ETF position peaked at $6.68K in Q1 2025.
  • 524 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.