RVW Wealth’s Vanguard Industrials ETF VIS Stock Holding History

RVW Wealth’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 Q4	–	Sell	-228	Closed	-$44.5K	–	355
2023 Q3	$44.5K	Buy	+228	New	+$46.8K	0.01%	247

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 $1.59B AUM 11.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

RVW Wealth's VIS Position: Q4 2023 in Review

RVW Wealth sold out of Vanguard Industrials ETF (VIS) in Q4 2023, closing a stake of 228 shares — an estimated $44.5K sold.

RVW Wealth first reported a position in VIS in Q3 2023 and held it in 1 quarter. The position peaked at $44.5K in Q3 2023. 424 funds tracked by Wall St. Rank hold VIS as of Q4 2023.

RVW Wealth reported no remaining Vanguard Industrials ETF position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 228 Vanguard Industrials ETF shares in Q4 2023, an estimated $44.5K.
RVW Wealth first reported a position in Vanguard Industrials ETF in Q3 2023 and held it in 1 quarter.
RVW Wealth's Vanguard Industrials ETF position peaked at $44.5K in Q3 2023.
424 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.