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Oak Harvest Investment Services’s Vident US Equity Strategy ETF VUSE Stock Holding History

Oak Harvest Investment Services’s Portfolio VUSE Stock Details VUSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,716
Closed -$201K – 143
2024
Q2 		$201K Buy
+3,716
New +$197K 0.03% 118

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Royal Bank of Canada
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Citadel Advisors
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FTUS
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RJFSA
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Oak Harvest Investment Services's VUSE Position: Q3 2024 in Review

Oak Harvest Investment Services sold out of Vident US Equity Strategy ETF (VUSE) in Q3 2024, closing a stake of 3,716 shares — an estimated $201K sold.

Oak Harvest Investment Services first reported a position in VUSE in Q2 2024 and held it in 1 quarter. The position peaked at $201K in Q2 2024. 27 funds tracked by Wall St. Rank hold VUSE as of Q3 2024.

  • Oak Harvest Investment Services reported no remaining Vident US Equity Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Oak Harvest Investment Services sold 3,716 Vident US Equity Strategy ETF shares in Q3 2024, an estimated $201K.
  • Oak Harvest Investment Services first reported a position in Vident US Equity Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Oak Harvest Investment Services's Vident US Equity Strategy ETF position peaked at $201K in Q2 2024.
  • 27 funds tracked by Wall St. Rank held Vident US Equity Strategy ETF as of Q3 2024.

Based on Oak Harvest Investment Services's 13F filing for Q3 2024, filed 25 Oct 2024.