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Koesten Hirschmann & Crabtree’s Vanguard Industrials ETF VIS Stock Holding History

Koesten Hirschmann & Crabtree’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
2024
Q1 		– Sell
-510
Closed -$112K – 230
2023
Q4 		$112K Hold
510
– – 0.08% 46
2023
Q3 		$99.4K Hold
510
– – 0.08% 38
2023
Q2 		$105K Hold
510
– – 0.08% 38
2023
Q1 		$97.2K Hold
510
– – 0.07% 40
2022
Q4 		$93.1K Buy
+510
New +$91.2K 0.08% 41

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Koesten Hirschmann & Crabtree's VIS Position: Q1 2024 in Review

Koesten Hirschmann & Crabtree sold out of Vanguard Industrials ETF (VIS) in Q1 2024, closing a stake of 510 shares — an estimated $112K sold.

Koesten Hirschmann & Crabtree first reported a position in VIS in Q4 2022 and held it in 5 quarters. The position peaked at $112K in Q4 2023. 454 funds tracked by Wall St. Rank hold VIS as of Q1 2024.

  • Koesten Hirschmann & Crabtree reported no remaining Vanguard Industrials ETF position as of Q1 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 510 Vanguard Industrials ETF shares in Q1 2024, an estimated $112K.
  • Koesten Hirschmann & Crabtree first reported a position in Vanguard Industrials ETF in Q4 2022 and held it in 5 quarters.
  • Koesten Hirschmann & Crabtree's Vanguard Industrials ETF position peaked at $112K in Q4 2023.
  • 454 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q1 2024, filed 22 May 2024.