LIWM
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Long Island Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Long Island Wealth Management’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
-487
Closed -$108K – 393
2023
Q4 		$108K Buy
+487
New +$98.1K 0.08% 95

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Long Island Wealth Management's VIS Position: Q1 2024 in Review

Long Island Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q1 2024, closing a stake of 487 shares — an estimated $108K sold.

Long Island Wealth Management first reported a position in VIS in Q4 2023 and held it in 1 quarter. The position peaked at $108K in Q4 2023. 454 funds tracked by Wall St. Rank hold VIS as of Q1 2024.

  • Long Island Wealth Management reported no remaining Vanguard Industrials ETF position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 487 Vanguard Industrials ETF shares in Q1 2024, an estimated $108K.
  • Long Island Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Vanguard Industrials ETF position peaked at $108K in Q4 2023.
  • 454 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.