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Halpern Financial’s Vanguard Industrials ETF VIS Stock Holding History

Halpern Financial’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
2021
Q3 		– Sell
-80
Closed -$15.7K – 289
2021
Q2 		$15.7K Sell
80
-72
-47% -$14.2K 0.01% 122
2021
Q1 		$28.8K Buy
+152
New +$27.1K 0.01% 79

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Halpern Financial's VIS Position: Q3 2021 in Review

Halpern Financial sold out of Vanguard Industrials ETF (VIS) in Q3 2021, closing a stake of 80 shares — an estimated $15.7K sold.

Halpern Financial first reported a position in VIS in Q1 2021 and held it in 2 quarters. The position peaked at $28.8K in Q1 2021. 332 funds tracked by Wall St. Rank hold VIS as of Q3 2021.

  • Halpern Financial reported no remaining Vanguard Industrials ETF position as of Q3 2021 after selling out during the quarter.
  • Halpern Financial sold 80 Vanguard Industrials ETF shares in Q3 2021, an estimated $15.7K.
  • Halpern Financial first reported a position in Vanguard Industrials ETF in Q1 2021 and held it in 2 quarters.
  • Halpern Financial's Vanguard Industrials ETF position peaked at $28.8K in Q1 2021.
  • 332 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2021.

Based on Halpern Financial's 13F filing for Q3 2021, filed 21 Sep 2023.