LTI
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Laffer Tengler Investments’s Vanguard Industrials ETF VIS Stock Holding History

Laffer Tengler Investments’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
Q3 		– Sell
-53
Closed -$12.5K – 339
2024
Q2 		$12.5K Hold
53
– – ﹤0.01% 302
2024
Q1 		$12.9K Buy
+53
New +$12K ﹤0.01% 290
2022
Q4 		– Sell
-53
Closed -$8.35K – 481
2022
Q3 		$8.35K Hold
53
– – ﹤0.01% 328
2022
Q2 		$8.66K Hold
53
– – ﹤0.01% 315
2022
Q1 		$10.3K Hold
53
– – ﹤0.01% 318
2021
Q4 		$10.8K Hold
53
– – ﹤0.01% 316
2021
Q3 		$9.96K Buy
+53
New +$10.4K ﹤0.01% 415

Other funds holding VIS

Bank of America
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return