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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 $1.55T 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Laffer Tengler Investments's VIS Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Vanguard Industrials ETF (VIS) in Q3 2024, closing a stake of 53 shares — an estimated $12.5K sold.

Laffer Tengler Investments first reported a position in VIS in Q3 2021 and held it in 7 quarters. The position peaked at $12.9K in Q1 2024. 459 funds tracked by Wall St. Rank hold VIS as of Q3 2024.

  • Laffer Tengler Investments reported no remaining Vanguard Industrials ETF position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 53 Vanguard Industrials ETF shares in Q3 2024, an estimated $12.5K.
  • Laffer Tengler Investments first reported a position in Vanguard Industrials ETF in Q3 2021 and held it in 7 quarters.
  • Laffer Tengler Investments's Vanguard Industrials ETF position peaked at $12.9K in Q1 2024.
  • 459 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.