Kistler-Tiffany Companies’s Vanguard Industrials ETF VIS Stock Holding History

Kistler-Tiffany Companies’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 Q2	$2.23M	Buy	10,855 +65	+0.6%	+$12.4K	0.36%	54
2023 Q1	$2.06M	Buy	10,790 +51	+0.5%	+$9.69K	0.39%	52
2022 Q4	$1.96M	Sell	10,739 -346	-3%	-$61.9K	0.4%	52
2022 Q3	$1.75M	Buy	11,085 +143	+1%	+$24.9K	0.4%	46
2022 Q2	$1.79M	Buy	10,942 +464	+4%	+$82.1K	0.39%	46
2022 Q1	$2.04M	Buy	10,478 +366	+4%	+$70.4K	0.39%	49
2021 Q4	$2.05M	Buy	10,112 +614	+6%	+$123K	0.4%	44
2021 Q3	$1.78M	Buy	9,498 +1,497	+19%	+$294K	0.4%	45
2021 Q2	$1.57M	Buy	8,001 +2,198	+38%	+$432K	0.36%	50
2021 Q1	$1.1M	Buy	5,803 +2,035	+54%	+$362K	0.28%	64
2020 Q4	$640K	Buy	3,768 +660	+21%	+$106K	0.18%	79
2020 Q3	$450K	Buy	3,108 +1,638	+111%	+$231K	0.14%	99
2020 Q2	$191K	Buy	1,470 +935	+175%	+$114K	0.07%	138
2020 Q1	$82K	Hold	535	–	–	0.03%	210
2019 Q4	$82K	Buy	535 +6	+1%	+$903	0.03%	214
2019 Q3	$77K	Sell	529 -1	-0.2%	-$144	0.03%	219
2019 Q2	$77K	Buy	530 +2	+0.4%	+$285	0.03%	216
2019 Q1	$74K	Buy	528 +3	+0.6%	+$406	0.03%	214
2018 Q4	$63K	Buy	525 +2	+0.4%	+$265	0.03%	212
2018 Q3	$77K	Buy	523 +4	+0.8%	+$577	0.03%	209
2018 Q2	$70K	Hold	519	–	–	0.03%	212
2018 Q1	$72K	Buy	519 +2	+0.4%	+$288	0.03%	228
2017 Q4	$74K	Buy	517 +5	+1%	+$686	0.03%	233
2017 Q3	$69K	Buy	512 +2	+0.4%	+$259	0.03%	241
2017 Q2	$66K	Buy	510 +2	+0.4%	+$253	0.03%	235
2017 Q1	$63K	Hold	508	–	–	0.03%	229
2016 Q4	$61K	Buy	508 +3	+0.6%	+$344	0.03%	230
2016 Q3	$56K	Buy	505 +2	+0.4%	+$221	0.03%	243
2016 Q2	$53K	Buy	503 +3	+0.6%	+$317	0.03%	249
2016 Q1	$53K	Buy	500 +2	+0.4%	+$195	0.03%	240
2015 Q4	$50K	Hold	498	–	–	0.03%	249
2015 Q3	$47K	Hold	498	–	–	0.03%	258
2015 Q2	$52K	Hold	498	–	–	0.03%	252
2015 Q1	$53K	Hold	498	–	–	0.03%	230
2014 Q4	$53K	Buy	+498	New	+$52K	0.03%	234

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kistler-Tiffany Companies's VIS Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Vanguard Industrials ETF (VIS) stake by 0.6% in Q2 2023, buying an estimated $12.4K and bringing the position to 10,855 shares worth $2.23M. The position accounts for 0.36% of the portfolio, ranked #54.

Kistler-Tiffany Companies first reported a position in VIS in Q4 2014 and has held it in 35 quarters since. 386 funds tracked by Wall St. Rank hold VIS as of Q2 2023.

Kistler-Tiffany Companies held 10,855 shares of Vanguard Industrials ETF worth $2.23M as of Q2 2023.
Kistler-Tiffany Companies bought 65 Vanguard Industrials ETF shares in Q2 2023, an estimated $12.4K.
Vanguard Industrials ETF made up 0.36% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #54 holding.
Kistler-Tiffany Companies first reported a position in Vanguard Industrials ETF in Q4 2014 and has held it in 35 quarters since.
386 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.