Householder Group Estate & Retirement Specialist’s Vanguard Industrials ETF VIS Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$0	Sell	2 -158	-99%	-$42K	﹤0.01%	1200
2024 Q3	$41K	Hold	160	–	–	0.01%	516
2024 Q2	$37K	Sell	160 -14	-8%	-$3.33K	0.01%	540
2024 Q1	$42.5K	Hold	174	–	–	0.01%	504
2023 Q4	$38K	Hold	174	–	–	0.01%	513
2023 Q3	$34K	Buy	+174	New	+$35.7K	0.01%	527
2023 Q1	$1K	Buy	+3	New	+$570	﹤0.01%	1186
2022 Q4	–	Sell	-3	Closed	–	–	1121
2022 Q3	$0	Buy	+3	New	+$522	﹤0.01%	1200

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VIS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Industrials ETF (VIS) stake by 99% in Q4 2024, selling an estimated $42K and leaving 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Householder Group Estate & Retirement Specialist first reported a position in VIS in Q3 2022 and has held it in 8 quarters since. The position peaked at $42.5K in Q1 2024. 503 funds tracked by Wall St. Rank hold VIS as of Q4 2024.

Householder Group Estate & Retirement Specialist held 2 shares of Vanguard Industrials ETF worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 158 Vanguard Industrials ETF shares in Q4 2024, an estimated $42K.
Vanguard Industrials ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1200 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Industrials ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Industrials ETF position peaked at $42.5K in Q1 2024.
503 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.