Lee Financial’s Vanguard Industrials ETF VIS Stock Holding History

Lee Financial’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	-27	Closed	-$5.95K	–	796
2023 Q4	$5.95K	Hold	27	–	–	﹤0.01%	513
2023 Q3	$5.28K	Hold	27	–	–	﹤0.01%	510
2023 Q2	$5.57K	Hold	27	–	–	﹤0.01%	489
2023 Q1	$5.14K	Hold	27	–	–	﹤0.01%	524
2022 Q4	$4.93K	Hold	27	–	–	﹤0.01%	551
2022 Q3	$4K	Sell	27 -120	-82%	-$20.9K	﹤0.01%	594
2022 Q2	$24K	Buy	147 +120	+444%	+$21.2K	﹤0.01%	316
2022 Q1	$5K	Hold	27	–	–	﹤0.01%	521
2021 Q4	$5K	Hold	27	–	–	﹤0.01%	609
2021 Q3	$5K	Hold	27	–	–	﹤0.01%	499
2021 Q2	$5K	Hold	27	–	–	﹤0.01%	471
2021 Q1	$5K	Hold	27	–	–	﹤0.01%	433
2020 Q4	$5K	Hold	27	–	–	﹤0.01%	425
2020 Q3	$4K	Sell	27 -100	-79%	-$14.1K	﹤0.01%	480
2020 Q2	$16K	Buy	127 +100	+370%	+$12.2K	﹤0.01%	305
2020 Q1	$3K	Hold	27	–	–	﹤0.01%	420
2019 Q4	$4K	Hold	27	–	–	﹤0.01%	433
2019 Q3	$4K	Hold	27	–	–	﹤0.01%	443
2019 Q2	$4K	Hold	27	–	–	﹤0.01%	449
2019 Q1	$4K	Hold	27	–	–	﹤0.01%	436
2018 Q4	$3K	Hold	27	–	–	﹤0.01%	405
2018 Q3	$4K	Buy	+27	New	+$3.89K	﹤0.01%	429

Other funds holding VIS

Bank of America

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

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

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

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

Wells Fargo San Francisco, California $501B 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Stifel Financial

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return