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Sebold Capital Management’s Vanguard Industrials ETF VIS Stock Holding History

Sebold Capital Management’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
Q3 		– Sell
-1,002
Closed -$206K – 69
2023
Q2 		$206K Sell
1,002
-151
-13% -$28.9K 0.16% 65
2023
Q1 		$220K Sell
1,153
-294
-20% -$55.8K 0.17% 62
2022
Q4 		$264K Buy
+1,447
New +$259K 0.22% 57

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sebold Capital Management's VIS Position: Q3 2023 in Review

Sebold Capital Management sold out of Vanguard Industrials ETF (VIS) in Q3 2023, closing a stake of 1,002 shares — an estimated $206K sold.

Sebold Capital Management first reported a position in VIS in Q4 2022 and held it in 3 quarters. The position peaked at $264K in Q4 2022. 398 funds tracked by Wall St. Rank hold VIS as of Q3 2023.

  • Sebold Capital Management reported no remaining Vanguard Industrials ETF position as of Q3 2023 after selling out during the quarter.
  • Sebold Capital Management sold 1,002 Vanguard Industrials ETF shares in Q3 2023, an estimated $206K.
  • Sebold Capital Management first reported a position in Vanguard Industrials ETF in Q4 2022 and held it in 3 quarters.
  • Sebold Capital Management's Vanguard Industrials ETF position peaked at $264K in Q4 2022.
  • 398 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2023.

Based on Sebold Capital Management's 13F filing for Q3 2023, filed 23 Oct 2023.