Lighthouse Financial Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Lighthouse Financial Advisors’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
2021 Q1	$363K	Sell	1,921 -408	-18%	-$72.6K	0.11%	86
2020 Q4	$396K	Sell	2,329 -83	-3%	-$13.3K	0.13%	84
2020 Q3	$349K	Buy	2,412 +9	+0.4%	+$1.27K	0.13%	80
2020 Q2	$312K	Buy	2,403 +106	+5%	+$12.9K	0.13%	80
2020 Q1	$253K	Buy	2,297 +14	+0.6%	+$1.99K	0.15%	69
2019 Q4	$351K	Buy	+2,283	New	+$343K	0.17%	67

Other funds holding VIS

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

BCMIO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lighthouse Financial Advisors's VIS Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Vanguard Industrials ETF (VIS) stake by 18% in Q1 2021, selling an estimated $72.6K and leaving 1,921 shares worth $363K. The position accounts for 0.11% of the portfolio, ranked #86.

Lighthouse Financial Advisors first reported a position in VIS in Q4 2019 and has held it in 6 quarters since. The position peaked at $396K in Q4 2020. 323 funds tracked by Wall St. Rank hold VIS as of Q1 2021.

Lighthouse Financial Advisors held 1,921 shares of Vanguard Industrials ETF worth $363K as of Q1 2021.
Lighthouse Financial Advisors sold 408 Vanguard Industrials ETF shares in Q1 2021, an estimated $72.6K.
Vanguard Industrials ETF made up 0.11% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #86 holding.
Lighthouse Financial Advisors first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 6 quarters since.
Lighthouse Financial Advisors's Vanguard Industrials ETF position peaked at $396K in Q4 2020.
323 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.