LM Advisors’s Vanguard Industrials ETF VIS Stock Holding History

LM 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
2024 Q1	–	Sell	-508	Closed	-$112K	–	681
2023 Q4	$112K	Buy	+508	New	+$102K	0.02%	241

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LM Advisors's VIS Position: Q1 2024 in Review

LM Advisors sold out of Vanguard Industrials ETF (VIS) in Q1 2024, closing a stake of 508 shares — an estimated $112K sold.

LM Advisors first reported a position in VIS in Q4 2023 and held it in 1 quarter. The position peaked at $112K in Q4 2023. 454 funds tracked by Wall St. Rank hold VIS as of Q1 2024.

LM Advisors reported no remaining Vanguard Industrials ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 508 Vanguard Industrials ETF shares in Q1 2024, an estimated $112K.
LM Advisors first reported a position in Vanguard Industrials ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's Vanguard Industrials ETF position peaked at $112K in Q4 2023.
454 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.