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

SignalPoint 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
Q4 		$418K Sell
1,642
-246
-13% -$65.5K 0.1% 153
2024
Q3 		$488K Buy
1,888
+592
+46% +$145K 0.11% 157
2024
Q2 		$305K Buy
+1,296
New +$309K 0.08% 198

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SignalPoint Asset Management's VIS Position: Q4 2024 in Review

SignalPoint Asset Management reduced its Vanguard Industrials ETF (VIS) stake by 13% in Q4 2024, selling an estimated $65.5K and leaving 1,642 shares worth $418K. The position accounts for 0.1% of the portfolio, ranked #153.

SignalPoint Asset Management first reported a position in VIS in Q2 2024 and has held it in 3 quarters since. The position peaked at $488K in Q3 2024. 503 funds tracked by Wall St. Rank hold VIS as of Q4 2024.

  • SignalPoint Asset Management held 1,642 shares of Vanguard Industrials ETF worth $418K as of Q4 2024.
  • SignalPoint Asset Management sold 246 Vanguard Industrials ETF shares in Q4 2024, an estimated $65.5K.
  • Vanguard Industrials ETF made up 0.1% of SignalPoint Asset Management's portfolio in Q4 2024, its #153 holding.
  • SignalPoint Asset Management first reported a position in Vanguard Industrials ETF in Q2 2024 and has held it in 3 quarters since.
  • SignalPoint Asset Management's Vanguard Industrials ETF position peaked at $488K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.