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Peachtree Investment Partners’s Vanguard Industrials ETF VIS Stock Holding History

Peachtree Investment Partners’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
2025
Q1 		– Sell
-51
Closed -$12.8K – 131
2024
Q4 		$12.8K Buy
51
+1
+2% +$266 ﹤0.01% 96
2024
Q3 		$13K Hold
50
– – ﹤0.01% 99
2024
Q2 		$11.8K Hold
50
– – ﹤0.01% 89
2024
Q1 		$12.2K Buy
+50
New +$11.4K ﹤0.01% 88
2021
Q1 		– Sell
-1
Closed – – 103
2020
Q4 		$0 Buy
+1
New +$160 ﹤0.01% 98

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Peachtree Investment Partners's VIS Position: Q1 2025 in Review

Peachtree Investment Partners sold out of Vanguard Industrials ETF (VIS) in Q1 2025, closing a stake of 51 shares — an estimated $12.8K sold.

Peachtree Investment Partners first reported a position in VIS in Q4 2020 and held it in 5 quarters. The position peaked at $13K in Q3 2024. 485 funds tracked by Wall St. Rank hold VIS as of Q1 2025.

  • Peachtree Investment Partners reported no remaining Vanguard Industrials ETF position as of Q1 2025 after selling out during the quarter.
  • Peachtree Investment Partners sold 51 Vanguard Industrials ETF shares in Q1 2025, an estimated $12.8K.
  • Peachtree Investment Partners first reported a position in Vanguard Industrials ETF in Q4 2020 and held it in 5 quarters.
  • Peachtree Investment Partners's Vanguard Industrials ETF position peaked at $13K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2025.

Based on Peachtree Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.