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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAP

Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 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. 119 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.
119 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.