TCI Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-50	Closed	-$9.51K	–	2169
2023 Q1	$9.51K	Hold	50	–	–	﹤0.01%	1118
2022 Q4	$9.12K	Sell	50 -26	-34%	-$4.65K	﹤0.01%	1136
2022 Q3	$12K	Buy	76 +27	+55%	+$4.7K	﹤0.01%	933
2022 Q2	$8K	Hold	49	–	–	﹤0.01%	1187
2022 Q1	$10K	Hold	49	–	–	﹤0.01%	1123
2021 Q4	$10K	Sell	49 -77	-61%	-$15.4K	﹤0.01%	1203
2021 Q3	$24K	Buy	126 +77	+157%	+$15.1K	﹤0.01%	618
2021 Q2	$10K	Buy	+49	New	+$9.63K	﹤0.01%	986
2020 Q2	–	Sell	-25	Closed	-$3K	–	1674
2020 Q1	$3K	Sell	25 -63	-72%	-$8.94K	﹤0.01%	931
2019 Q4	$14K	Buy	88 +25	+40%	+$3.76K	0.01%	640
2019 Q3	$9K	Hold	63	–	–	﹤0.01%	677
2019 Q2	$9K	Buy	+63	New	+$8.98K	﹤0.01%	659

Other funds holding VIS

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

PCH

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

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

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

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

BCMIO

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

TCI Wealth Advisors's VIS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q2 2023, closing a stake of 50 shares — an estimated $9.51K sold.

TCI Wealth Advisors first reported a position in VIS in Q2 2019 and held it in 12 quarters. The position peaked at $24K in Q3 2021. 386 funds tracked by Wall St. Rank hold VIS as of Q2 2023.

TCI Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 50 Vanguard Industrials ETF shares in Q2 2023, an estimated $9.51K.
TCI Wealth Advisors first reported a position in Vanguard Industrials ETF in Q2 2019 and held it in 12 quarters.
TCI Wealth Advisors's Vanguard Industrials ETF position peaked at $24K in Q3 2021.
386 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.