Level Four Advisory Services’s Vanguard Industrials ETF VIS Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-965	Closed	-$213K	–	897
2024 Q1	$213K	Hold	965	–	–	0.01%	709
2023 Q4	$213K	Buy	+965	New	+$194K	0.01%	705
2017 Q1	–	Sell	-2,196	Closed	-$262K	–	519
2016 Q4	$262K	Buy	+2,196	New	+$252K	0.03%	392

Other funds holding VIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Level Four Advisory Services's VIS Position: Q2 2024 in Review

Level Four Advisory Services sold out of Vanguard Industrials ETF (VIS) in Q2 2024, closing a stake of 965 shares — an estimated $213K sold.

Level Four Advisory Services first reported a position in VIS in Q4 2016 and held it in 3 quarters. The position peaked at $262K in Q4 2016. 460 funds tracked by Wall St. Rank hold VIS as of Q2 2024.

Level Four Advisory Services reported no remaining Vanguard Industrials ETF position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 965 Vanguard Industrials ETF shares in Q2 2024, an estimated $213K.
Level Four Advisory Services first reported a position in Vanguard Industrials ETF in Q4 2016 and held it in 3 quarters.
Level Four Advisory Services's Vanguard Industrials ETF position peaked at $262K in Q4 2016.
460 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.