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Stapp Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Stapp 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
2024
Q1 		– Sell
-9,317
Closed -$2.05M – 26
2023
Q4 		$2.05M Sell
9,317
-878
-9% -$177K 3.45% 12
2023
Q3 		$1.99M Buy
+10,195
New +$2.09M 3.83% 11
2023
Q2 		– Sell
-9,694
Closed -$1.85M – 26
2023
Q1 		$1.85M Buy
+9,694
New +$1.84M 2.53% 12

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stapp Wealth Management's VIS Position: Q1 2024 in Review

Stapp Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q1 2024, closing a stake of 9,317 shares — an estimated $2.05M sold.

Stapp Wealth Management first reported a position in VIS in Q1 2023 and held it in 3 quarters. The position peaked at $2.05M in Q4 2023. 453 funds tracked by Wall St. Rank hold VIS as of Q1 2024.

  • Stapp Wealth Management reported no remaining Vanguard Industrials ETF position as of Q1 2024 after selling out during the quarter.
  • Stapp Wealth Management sold 9,317 Vanguard Industrials ETF shares in Q1 2024, an estimated $2.05M.
  • Stapp Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2023 and held it in 3 quarters.
  • Stapp Wealth Management's Vanguard Industrials ETF position peaked at $2.05M in Q4 2023.
  • 453 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2024.

Based on Stapp Wealth Management's 13F filing for Q1 2024, filed 19 Apr 2024.