MGO One Seven’s Vanguard Industrials ETF VIS Stock Holding History

MGO One Seven’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
2026 Q1	$480K	Buy	1,535 +137	+10%	+$44.5K	0.01%	924
2025 Q4	$417K	Buy	1,398 +7	+0.5%	+$2.08K	0.01%	965
2025 Q3	$412K	Buy	1,391 +146	+12%	+$42.3K	0.01%	887
2025 Q2	$349K	Buy	1,245 +211	+20%	+$54.5K	0.01%	871
2025 Q1	$256K	Sell	1,034 -143	-12%	-$37K	0.01%	893
2024 Q4	$300K	Buy	1,177 +7	+0.6%	+$1.86K	0.01%	845
2024 Q3	$305K	Buy	1,170 +46	+4%	+$11.3K	0.01%	758
2024 Q2	$264K	Buy	1,124 +4	+0.4%	+$953	0.01%	816
2024 Q1	$273K	Buy	+1,120	New	+$254K	0.01%	757
2023 Q2	–	Sell	-4,261	Closed	-$812K	–	912
2023 Q1	$812K	Buy	+4,261	New	+$809K	0.05%	340
2019 Q1	–	Sell	-476	Closed	-$57K	–	1598
2018 Q4	$57K	Buy	+476	New	+$63.1K	0.02%	598
2018 Q1	$66K	Hold	476	–	–	0.03%	541
2017 Q4	$68K	Buy	+476	New	+$65.3K	0.03%	526

Other funds holding VIS

Bank of America

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

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return