Simplex Trading
VIS icon

Simplex Trading’s Vanguard Industrials ETF VIS Stock Holding History

Simplex Trading’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 		– Sell
-156
Closed -$40K – 10737
2024
Q3 		$40K Buy
156
+137
+721% +$33.5K ﹤0.01% 6095
2024
Q2 		$4K Sell
19
-236
-93% -$56.2K ﹤0.01% 8038
2024
Q1 		$62K Buy
255
+50
+24% +$11.4K ﹤0.01% 6073
2023
Q4 		$45K Buy
+205
New +$41.3K ﹤0.01% 6183
2022
Q1 		– Sell
-100
Closed -$20K – 12242
2021
Q4 		$20K Buy
+100
New +$20K ﹤0.01% 8373
2021
Q2 		– Sell
-45
Closed -$8K – 11383
2021
Q1 		$8K Buy
+45
New +$8.01K ﹤0.01% 8038
2020
Q3 		– Sell
-1,182
Closed -$153K – 9278
2020
Q2 		$153K Buy
+1,182
New +$144K 0.01% 4306
2020
Q1 		– Sell
-747
Closed -$114K – 8918
2019
Q4 		$114K Buy
+747
New +$112K 0.01% 4384
2018
Q1 		– Sell
-121
Closed -$17K – 7438
2017
Q4 		$17K Hold
121
– – ﹤0.01% 3458
2017
Q3 		$16K Buy
+121
New +$15.7K ﹤0.01% 3380

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return