TAP Consulting’s Vanguard Industrials ETF VIS Stock Holding History

TAP Consulting’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
2023 Q3	–	Sell	-3,495	Closed	-$718K	–	153
2023 Q2	$718K	Buy	+3,495	New	+$668K	0.18%	97
2022 Q2	–	Sell	-2,489	Closed	-$484K	–	150
2022 Q1	$484K	Sell	2,489 -1,852	-43%	-$356K	0.13%	98
2021 Q4	$881K	Sell	4,341 -1,323	-23%	-$264K	0.2%	83
2021 Q3	$1.06M	Sell	5,664 -587	-9%	-$115K	0.29%	74
2021 Q2	$1.23M	Sell	6,251 -45,676	-88%	-$8.98M	0.34%	69
2021 Q1	$9.83M	Buy	+51,927	New	+$9.25M	3.05%	5

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TAP Consulting's VIS Position: Q3 2023 in Review

TAP Consulting sold out of Vanguard Industrials ETF (VIS) in Q3 2023, closing a stake of 3,495 shares — an estimated $718K sold.

TAP Consulting first reported a position in VIS in Q1 2021 and held it in 6 quarters. The position peaked at $9.83M in Q1 2021. 398 funds tracked by Wall St. Rank hold VIS as of Q3 2023.

TAP Consulting reported no remaining Vanguard Industrials ETF position as of Q3 2023 after selling out during the quarter.
TAP Consulting sold 3,495 Vanguard Industrials ETF shares in Q3 2023, an estimated $718K.
TAP Consulting first reported a position in Vanguard Industrials ETF in Q1 2021 and held it in 6 quarters.
TAP Consulting's Vanguard Industrials ETF position peaked at $9.83M in Q1 2021.
398 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2023.

Based on TAP Consulting's 13F filing for Q3 2023, filed 5 Dec 2023.