JFS Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

JFS Wealth Advisors’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
2026 Q2	–	Sell	-2	Closed	-$520	–	2299
2026 Q1	$520	Buy	+2	New	+$649	﹤0.01%	1771
2025 Q4	–	Sell	-38	Closed	-$11.3K	–	1980
2025 Q3	$11.3K	Hold	38	–	–	﹤0.01%	861
2025 Q2	$10.6K	Buy	+38	New	+$9.81K	﹤0.01%	847
2022 Q4	–	Sell	-312	Closed	-$49K	–	1998
2022 Q3	$49K	Hold	312	–	–	0.01%	380
2022 Q2	$51K	Hold	312	–	–	0.01%	392
2022 Q1	$61K	Buy	+312	New	+$60K	0.01%	385
2020 Q4	–	Sell	-128	Closed	-$19K	–	632
2020 Q3	$19K	Buy	+128	New	+$18.1K	﹤0.01%	321

Other funds holding VIS

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $106M AUM