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Guardian Wealth Management (Illinois)’s Vanguard Industrials ETF VIS Stock Holding History

Guardian Wealth Management (Illinois)’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
2023
Q1 		– Sell
-43
Closed -$7.88K – 253
2022
Q4 		$7.88K Buy
+43
New +$7.69K 0.01% 182

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s VIS Position: Q1 2023 in Review

Guardian Wealth Management (Illinois) sold out of Vanguard Industrials ETF (VIS) in Q1 2023, closing a stake of 43 shares — an estimated $7.88K sold.

Guardian Wealth Management (Illinois) first reported a position in VIS in Q4 2022 and held it in 1 quarter. The position peaked at $7.88K in Q4 2022. 388 funds tracked by Wall St. Rank hold VIS as of Q1 2023.

  • Guardian Wealth Management (Illinois) reported no remaining Vanguard Industrials ETF position as of Q1 2023 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 43 Vanguard Industrials ETF shares in Q1 2023, an estimated $7.88K.
  • Guardian Wealth Management (Illinois) first reported a position in Vanguard Industrials ETF in Q4 2022 and held it in 1 quarter.
  • Guardian Wealth Management (Illinois)'s Vanguard Industrials ETF position peaked at $7.88K in Q4 2022.
  • 388 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2023, filed 9 May 2023.