SSWM
VIS icon

Sheets Smith Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Sheets Smith Wealth 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
2026
Q2 		$3.53M Sell
9,783
-60
-0.6% -$20.3K 0.35% 71
2026
Q1 		$3.07M Sell
9,843
-36
-0.4% -$11.7K 0.35% 70
2025
Q4 		$2.95M Sell
9,879
-25
-0.3% -$7.42K 0.32% 72
2025
Q3 		$2.93M Hold
9,904
– – 0.33% 75
2025
Q2 		$2.77M Buy
9,904
+81
+0.8% +$20.9K 0.32% 74
2025
Q1 		$2.43M Sell
9,823
-69
-0.7% -$17.9K 0.3% 78
2024
Q4 		$2.52M Buy
9,892
+69
+0.7% +$18.4K 0.31% 81
2024
Q3 		$2.55M Sell
9,823
-4,023
-29% -$985K 0.31% 77
2024
Q2 		$3.26M Buy
13,846
+48
+0.3% +$11.4K 0.39% 64
2024
Q1 		$3.37M Buy
+13,798
New +$3.13M 0.38% 67
2023
Q4 		– Sell
-5
Closed -$1.04K – 498
2023
Q3 		$1.04K Buy
+5
New +$1.03K ﹤0.01% 483
2022
Q2 		– Sell
-1,483
Closed -$288K – 349
2022
Q1 		$288K Sell
1,483
-158
-10% -$30.4K 0.04% 285
2021
Q4 		$333K Sell
1,641
-23
-1% -$4.6K 0.04% 294
2021
Q3 		$313K Buy
1,664
+123
+8% +$24.1K 0.04% 294
2021
Q2 		$303K Sell
1,541
-81
-5% -$15.9K 0.04% 299
2021
Q1 		$307K Sell
1,622
-697
-30% -$124K 0.05% 270
2020
Q4 		$394K Sell
2,319
-1,631
-41% -$261K 0.06% 237
2020
Q3 		$572K Buy
+3,950
New +$557K 0.1% 165

Other funds holding VIS

CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CF
Calder Financial Downingtown, Pennsylvania $106M AUM
FFC
First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return