Resources Management Corp’s Vanguard Industrials ETF VIS Stock Holding History

Resources Management Corp’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
2023 Q2	–	Sell	-310	Closed	-$95K	–	477
2023 Q1	$95K	Buy	310 +260	+520%	+$49.4K	0.02%	259
2022 Q4	$9K	Hold	50	–	–	﹤0.01%	382
2022 Q3	$8K	Hold	50	–	–	﹤0.01%	402
2022 Q2	$8K	Hold	50	–	–	﹤0.01%	421
2022 Q1	$10K	Hold	50	–	–	﹤0.01%	409
2021 Q4	$10K	Hold	50	–	–	﹤0.01%	423
2021 Q3	$9K	Hold	50	–	–	﹤0.01%	411
2021 Q2	$10K	Hold	50	–	–	﹤0.01%	417
2021 Q1	$10K	Hold	50	–	–	﹤0.01%	410
2020 Q4	$9K	Hold	50	–	–	﹤0.01%	412
2020 Q3	$7K	Hold	50	–	–	﹤0.01%	391
2020 Q2	$7K	Buy	+50	New	+$6.1K	﹤0.01%	408

Other funds holding VIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Resources Management Corp's VIS Position: Q2 2023 in Review

Resources Management Corp sold out of Vanguard Industrials ETF (VIS) in Q2 2023, closing a stake of 310 shares — an estimated $95K sold.

Resources Management Corp first reported a position in VIS in Q2 2020 and held it in 12 quarters. The position peaked at $95K in Q1 2023. 386 funds tracked by Wall St. Rank hold VIS as of Q2 2023.

Resources Management Corp reported no remaining Vanguard Industrials ETF position as of Q2 2023 after selling out during the quarter.
Resources Management Corp sold 310 Vanguard Industrials ETF shares in Q2 2023, an estimated $95K.
Resources Management Corp first reported a position in Vanguard Industrials ETF in Q2 2020 and held it in 12 quarters.
Resources Management Corp's Vanguard Industrials ETF position peaked at $95K in Q1 2023.
386 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2023.

Based on Resources Management Corp's 13F filing for Q2 2023, filed 16 Aug 2023.