Inscription Capital’s Vanguard Industrials ETF VIS Stock Holding History

Inscription Capital’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
2022 Q3	–	Sell	-2,625	Closed	-$429K	–	249
2022 Q2	$429K	Buy	+2,625	New	+$464K	0.08%	171
2022 Q1	–	Sell	-2,599	Closed	-$527K	–	217
2021 Q4	$527K	Hold	2,599	–	–	0.14%	129
2021 Q3	$490K	Buy	+2,599	New	+$510K	0.15%	125
2021 Q2	–	Sell	-2,599	Closed	-$492K	–	390
2021 Q1	$492K	Hold	2,599	–	–	0.17%	113
2020 Q4	$442K	Buy	2,599 +663	+34%	+$106K	0.17%	109
2020 Q3	$280K	Hold	1,936	–	–	0.12%	129
2020 Q2	$252K	Buy	+1,936	New	+$236K	0.14%	112

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Inscription Capital's VIS Position: Q3 2022 in Review

Inscription Capital sold out of Vanguard Industrials ETF (VIS) in Q3 2022, closing a stake of 2,625 shares — an estimated $429K sold.

Inscription Capital first reported a position in VIS in Q2 2020 and held it in 7 quarters. The position peaked at $527K in Q4 2021. 342 funds tracked by Wall St. Rank hold VIS as of Q3 2022.

Inscription Capital reported no remaining Vanguard Industrials ETF position as of Q3 2022 after selling out during the quarter.
Inscription Capital sold 2,625 Vanguard Industrials ETF shares in Q3 2022, an estimated $429K.
Inscription Capital first reported a position in Vanguard Industrials ETF in Q2 2020 and held it in 7 quarters.
Inscription Capital's Vanguard Industrials ETF position peaked at $527K in Q4 2021.
342 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2022.

Based on Inscription Capital's 13F filing for Q3 2022, filed 14 Nov 2022.