Gradient Investments’s Vanguard Industrials ETF VIS Stock Holding History

Gradient Investments’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 Q1	–	Sell	-11	Closed	-$2.42K	–	1822
2023 Q4	$2.42K	Buy	11 +8	+267%	+$1.61K	﹤0.01%	1174
2023 Q3	$585	Hold	3	–	–	﹤0.01%	1517
2023 Q2	$617	Sell	3 -129	-98%	-$24.7K	﹤0.01%	1501
2023 Q1	$25.1K	Buy	132 +33	+33%	+$6.27K	﹤0.01%	634
2022 Q4	$18.1K	Buy	99 +3	+3%	+$537	﹤0.01%	704
2022 Q3	$15K	Hold	96	–	–	﹤0.01%	725
2022 Q2	$16K	Hold	96	–	–	﹤0.01%	694
2022 Q1	$19K	Hold	96	–	–	﹤0.01%	661
2021 Q4	$19K	Hold	96	–	–	﹤0.01%	674
2021 Q3	$18K	Sell	96 -123	-56%	-$24.1K	﹤0.01%	668
2021 Q2	$43K	Buy	219 +123	+128%	+$24.2K	﹤0.01%	491
2021 Q1	$18K	Buy	+96	New	+$17.1K	﹤0.01%	644
2018 Q4	–	Sell	-34	Closed	-$5K	–	1101
2018 Q3	$5K	Buy	+34	New	+$4.9K	﹤0.01%	755
2016 Q4	–	Sell	-94	Closed	-$10K	–	806
2016 Q3	$10K	Buy	+94	New	+$10.4K	﹤0.01%	462

Other funds holding VIS

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gradient Investments's VIS Position: Q1 2024 in Review

Gradient Investments sold out of Vanguard Industrials ETF (VIS) in Q1 2024, closing a stake of 11 shares — an estimated $2.42K sold.

Gradient Investments first reported a position in VIS in Q3 2016 and held it in 14 quarters. The position peaked at $43K in Q2 2021. 453 funds tracked by Wall St. Rank hold VIS as of Q1 2024.

Gradient Investments reported no remaining Vanguard Industrials ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 11 Vanguard Industrials ETF shares in Q1 2024, an estimated $2.42K.
Gradient Investments first reported a position in Vanguard Industrials ETF in Q3 2016 and held it in 14 quarters.
Gradient Investments's Vanguard Industrials ETF position peaked at $43K in Q2 2021.
453 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.