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Opal Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Opal Wealth 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
2026
Q2 		– Sell
-160
Closed -$50K – 568
2026
Q1 		$50K Buy
+160
New +$52K 0.01% 400
2025
Q3 		– Sell
-199
Closed -$55.7K – 535
2025
Q2 		$55.7K Buy
+199
New +$51.4K 0.02% 361
2024
Q3 		– Sell
-27
Closed -$6.35K – 1137
2024
Q2 		$6.35K Hold
27
– – ﹤0.01% 751
2024
Q1 		$6.59K Buy
+27
New +$6.13K ﹤0.01% 261
2023
Q1 		– Sell
-4,074
Closed -$744K – 139
2022
Q4 		$744K Buy
4,074
+1,613
+66% +$289K 0.41% 37
2022
Q3 		$388K Sell
2,461
-1,856
-43% -$323K 0.28% 52
2022
Q2 		$705K Buy
+4,317
New +$764K 0.47% 31

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Opal Wealth Advisors's VIS Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q2 2026, closing a stake of 160 shares — an estimated $50K sold.

Opal Wealth Advisors first reported a position in VIS in Q2 2022 and held it in 7 quarters. The position peaked at $744K in Q4 2022. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 160 Vanguard Industrials ETF shares in Q2 2026, an estimated $50K.
  • Opal Wealth Advisors first reported a position in Vanguard Industrials ETF in Q2 2022 and held it in 7 quarters.
  • Opal Wealth Advisors's Vanguard Industrials ETF position peaked at $744K in Q4 2022.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.