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Kalos Management’s Vanguard Industrials ETF VIS Stock Holding History

Kalos Management’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
2023
Q3 		– Sell
-88
Closed -$18.1K – 109
2023
Q2 		$18.1K Hold
88
– – 0.04% 90
2023
Q1 		$16.8K Hold
88
– – 0.03% 166
2022
Q4 		$16.1K Buy
+88
New +$15.7K 0.04% 86
2015
Q4 		– Hold
0
– – – 521

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kalos Management's VIS Position: Q3 2023 in Review

Kalos Management sold out of Vanguard Industrials ETF (VIS) in Q3 2023, closing a stake of 88 shares — an estimated $18.1K sold.

Kalos Management first reported a position in VIS in Q4 2022 and held it in 3 quarters. The position peaked at $18.1K in Q2 2023. 398 funds tracked by Wall St. Rank hold VIS as of Q3 2023.

  • Kalos Management reported no remaining Vanguard Industrials ETF position as of Q3 2023 after selling out during the quarter.
  • Kalos Management sold 88 Vanguard Industrials ETF shares in Q3 2023, an estimated $18.1K.
  • Kalos Management first reported a position in Vanguard Industrials ETF in Q4 2022 and held it in 3 quarters.
  • Kalos Management's Vanguard Industrials ETF position peaked at $18.1K in Q2 2023.
  • 398 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2023.

Based on Kalos Management's 13F filing for Q3 2023.