MFA
VIS icon

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

McClarren 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
2023
Q3 		– Sell
-308
Closed -$63K – 405
2023
Q2 		$63K Hold
308
– – 0.05% 133
2023
Q1 		$58K Buy
308
+1
+0.3% +$190 0.05% 128
2022
Q4 		$56K Buy
307
+2
+0.7% +$358 0.05% 136
2022
Q3 		$48K Buy
+305
New +$53.1K 0.05% 133

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McClarren Financial Advisors's VIS Position: Q3 2023 in Review

McClarren Financial Advisors sold out of Vanguard Industrials ETF (VIS) in Q3 2023, closing a stake of 308 shares — an estimated $63K sold.

McClarren Financial Advisors first reported a position in VIS in Q3 2022 and held it in 4 quarters. The position peaked at $63K in Q2 2023. 398 funds tracked by Wall St. Rank hold VIS as of Q3 2023.

  • McClarren Financial Advisors reported no remaining Vanguard Industrials ETF position as of Q3 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 308 Vanguard Industrials ETF shares in Q3 2023, an estimated $63K.
  • McClarren Financial Advisors first reported a position in Vanguard Industrials ETF in Q3 2022 and held it in 4 quarters.
  • McClarren Financial Advisors's Vanguard Industrials ETF position peaked at $63K in Q2 2023.
  • 398 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2023.

Based on McClarren Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.