Strategic Investment Solutions’s Vanguard Industrials ETF VIS Stock Holding History

Strategic Investment Solutions’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	$9.01K	Sell	25 -254	-91%	-$86.1K	﹤0.01%	449
2026 Q1	$87K	Sell	279 -104	-27%	-$33.8K	0.02%	213
2025 Q4	$114K	Sell	383 -274	-42%	-$81.4K	0.03%	170
2025 Q3	$194K	Sell	657 -120	-15%	-$34.8K	0.05%	135
2025 Q2	$218K	Buy	777 +752	+3,008%	+$194K	0.07%	119
2025 Q1	$6.19K	Hold	25	–	–	﹤0.01%	425
2024 Q4	$6.36K	Hold	25	–	–	﹤0.01%	436
2024 Q3	$6.5K	Hold	25	–	–	﹤0.01%	406
2024 Q2	$4.7K	Buy	+25	New	+$5.96K	﹤0.01%	427
2023 Q4	$5.51K	Sell	25 -1,550	-98%	-$312K	﹤0.01%	852
2023 Q3	$323K	Buy	1,575 +1,550	+6,200%	+$318K	﹤0.01%	452
2023 Q2	$4.66K	Hold	25	–	–	﹤0.01%	663
2023 Q1	$4.76K	Buy	+25	New	+$4.75K	﹤0.01%	762

Other funds holding VIS

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return