Joseph P. Lucia & Associates’s Vanguard Industrials ETF VIS Stock Holding History

Joseph P. Lucia & Associates’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	-100	Closed	-$16K	–	426
2022 Q2	$16K	Hold	100	–	–	0.01%	277
2022 Q1	$19K	Buy	+100	New	+$19.2K	0.01%	273
2021 Q4	–	Sell	-120	Closed	-$23K	–	537
2021 Q3	$23K	Hold	120	–	–	0.01%	295
2021 Q2	$24K	Hold	120	–	–	0.01%	302
2021 Q1	$23K	Sell	120 -30	-20%	-$5.34K	0.01%	284
2020 Q4	$25K	Buy	+150	New	+$24K	0.02%	250

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

Joseph P. Lucia & Associates's VIS Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Vanguard Industrials ETF (VIS) in Q3 2022, closing a stake of 100 shares — an estimated $16K sold.

Joseph P. Lucia & Associates first reported a position in VIS in Q4 2020 and held it in 6 quarters. The position peaked at $25K in Q4 2020. 342 funds tracked by Wall St. Rank hold VIS as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Vanguard Industrials ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 100 Vanguard Industrials ETF shares in Q3 2022, an estimated $16K.
Joseph P. Lucia & Associates first reported a position in Vanguard Industrials ETF in Q4 2020 and held it in 6 quarters.
Joseph P. Lucia & Associates's Vanguard Industrials ETF position peaked at $25K in Q4 2020.
342 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.