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Secure Asset Management’s Vanguard Industrials ETF VIS Stock Holding History

Secure Asset 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
2024
Q2 		– Sell
-1,156
Closed -$282K – 304
2024
Q1 		$282K Buy
+1,156
New +$263K 0.07% 189

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Secure Asset Management's VIS Position: Q2 2024 in Review

Secure Asset Management sold out of Vanguard Industrials ETF (VIS) in Q2 2024, closing a stake of 1,156 shares — an estimated $282K sold.

Secure Asset Management first reported a position in VIS in Q1 2024 and held it in 1 quarter. The position peaked at $282K in Q1 2024. 459 funds tracked by Wall St. Rank hold VIS as of Q2 2024.

  • Secure Asset Management reported no remaining Vanguard Industrials ETF position as of Q2 2024 after selling out during the quarter.
  • Secure Asset Management sold 1,156 Vanguard Industrials ETF shares in Q2 2024, an estimated $282K.
  • Secure Asset Management first reported a position in Vanguard Industrials ETF in Q1 2024 and held it in 1 quarter.
  • Secure Asset Management's Vanguard Industrials ETF position peaked at $282K in Q1 2024.
  • 459 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2024.

Based on Secure Asset Management's 13F filing for Q2 2024, filed 24 Jul 2024.