MMG
VIS icon

Monetary Management Group’s Vanguard Industrials ETF VIS Stock Holding History

Monetary Management Group’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 		$22.8K Hold
73
– – 0.01% 299
2025
Q4 		$21.8K Hold
73
– – 0.01% 297
2025
Q3 		$21.6K Hold
73
– – 0.01% 299
2025
Q2 		$20.4K Hold
73
– – 0.01% 303
2025
Q1 		$18.1K Hold
73
– – ﹤0.01% 304
2024
Q4 		$18.6K Hold
73
– – ﹤0.01% 304
2024
Q3 		$19K Buy
+73
New +$17.9K ﹤0.01% 308
2024
Q2 		– Sell
-85
Closed -$20.8K – 332
2024
Q1 		$20.8K Hold
85
– – 0.01% 295
2023
Q4 		$18.7K Hold
85
– – 0.01% 297
2023
Q3 		$16.6K Sell
85
-5
-6% -$1.03K 0.01% 300
2023
Q2 		$18.5K Hold
90
– – 0.01% 306
2023
Q1 		$17.1K Sell
90
-40
-31% -$7.6K 0.01% 310
2022
Q4 		$23.7K Sell
130
-100
-43% -$17.9K 0.01% 293
2022
Q3 		$36K Hold
230
– – 0.01% 277
2022
Q2 		$38K Hold
230
– – 0.01% 273
2022
Q1 		$45K Hold
230
– – 0.01% 280
2021
Q4 		$47K Buy
+230
New +$46K 0.01% 276

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
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
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return