Insight Wealth Partners’s Vident US Equity Strategy ETF VUSE Stock Holding History

Insight Wealth Partners’s Portfolio VUSE Stock Details VUSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-17,069	Closed	-$796K	–	85
2021 Q4	$796K	Sell	17,069 -3,747	-18%	-$170K	0.15%	34
2021 Q3	$899K	Sell	20,816 -26,933	-56%	-$1.18M	0.48%	28
2021 Q2	$2.11M	Sell	47,749 -16,108	-25%	-$705K	1.12%	18
2021 Q1	$2.67M	Sell	63,857 -110	-0.2%	-$4.28K	1.31%	17
2020 Q4	$2.23M	Buy	63,967 +1,154	+2%	+$37.2K	1.36%	16
2020 Q3	$1.81M	Sell	62,813 -1,801	-3%	-$52.1K	1.73%	16
2020 Q2	$1.77M	Buy	64,614 +10,695	+20%	+$277K	1.82%	12
2020 Q1	$1.21M	Buy	53,919 +502	+0.9%	+$14.9K	1.58%	13
2019 Q4	$1.77M	Buy	+53,417	New	+$1.72M	1.76%	11

Other funds holding VUSE

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Insight Wealth Partners's VUSE Position: Q1 2022 in Review

Insight Wealth Partners sold out of Vident US Equity Strategy ETF (VUSE) in Q1 2022, closing a stake of 17,069 shares — an estimated $796K sold.

Insight Wealth Partners first reported a position in VUSE in Q4 2019 and held it in 9 quarters. The position peaked at $2.67M in Q1 2021. 17 funds tracked by Wall St. Rank hold VUSE as of Q1 2022.

Insight Wealth Partners reported no remaining Vident US Equity Strategy ETF position as of Q1 2022 after selling out during the quarter.
Insight Wealth Partners sold 17,069 Vident US Equity Strategy ETF shares in Q1 2022, an estimated $796K.
Insight Wealth Partners first reported a position in Vident US Equity Strategy ETF in Q4 2019 and held it in 9 quarters.
Insight Wealth Partners's Vident US Equity Strategy ETF position peaked at $2.67M in Q1 2021.
17 funds tracked by Wall St. Rank held Vident US Equity Strategy ETF as of Q1 2022.

Based on Insight Wealth Partners's 13F filing for Q1 2022, filed 2 May 2022.