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Simplicity Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-5,439
Closed -$1.28M – 1183
2024
Q2 		$1.28M Sell
5,439
-1,220
-18% -$291K 0.03% 454
2024
Q1 		$1.63M Buy
+6,659
New +$1.51M 0.04% 391

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Simplicity Wealth's VIS Position: Q3 2024 in Review

Simplicity Wealth sold out of Vanguard Industrials ETF (VIS) in Q3 2024, closing a stake of 5,439 shares — an estimated $1.28M sold.

Simplicity Wealth first reported a position in VIS in Q1 2024 and held it in 2 quarters. The position peaked at $1.63M in Q1 2024. 458 funds tracked by Wall St. Rank hold VIS as of Q3 2024.

  • Simplicity Wealth reported no remaining Vanguard Industrials ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 5,439 Vanguard Industrials ETF shares in Q3 2024, an estimated $1.28M.
  • Simplicity Wealth first reported a position in Vanguard Industrials ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Vanguard Industrials ETF position peaked at $1.63M in Q1 2024.
  • 458 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.