GWSG
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GPS Wealth Strategies Group’s Vanguard Industrials ETF VIS Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-103
Closed -$30.5K – 1545
2025
Q3 		$30.5K Hold
103
– – ﹤0.01% 788
2025
Q2 		$28.8K Sell
103
-5
-5% -$1.29K ﹤0.01% 769
2025
Q1 		$26.7K Hold
108
– – ﹤0.01% 756
2024
Q4 		$27.5K Hold
108
– – ﹤0.01% 712
2024
Q3 		$28.1K Buy
108
+10
+10% +$2.45K ﹤0.01% 718
2024
Q2 		$23.1K Hold
98
– – ﹤0.01% 728
2024
Q1 		$23.9K Hold
98
– – ﹤0.01% 679
2023
Q4 		$21.6K Hold
98
– – ﹤0.01% 678
2023
Q3 		$19.1K Hold
98
– – ﹤0.01% 697
2023
Q2 		$20.1K Sell
98
-10
-9% -$1.91K ﹤0.01% 686
2023
Q1 		$20.6K Buy
+108
New +$20.5K ﹤0.01% 675

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return