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TD Ameritrade Investment Management’s Vanguard Industrials ETF VIS Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-11,073
Closed -$2.28M – 484
2023
Q2 		$2.28M Sell
11,073
-626
-5% -$120K 0.02% 93
2023
Q1 		$2.23M Sell
11,699
-606
-5% -$115K 0.02% 96
2022
Q4 		$2.25M Sell
12,305
-457
-4% -$81.8K 0.02% 98
2022
Q3 		$2.01M Buy
12,762
+5,687
+80% +$990K 0.02% 98
2022
Q2 		$1.16M Sell
7,075
-1,125
-14% -$199K 0.01% 117
2022
Q1 		$1.59M Buy
8,200
+1,657
+25% +$319K 0.01% 115
2021
Q4 		$1.33M Buy
6,543
+2,164
+49% +$433K 0.01% 115
2021
Q3 		$634K Sell
4,379
-1,609
-27% -$316K 0.01% 142
2021
Q2 		$1.18M Buy
5,988
+1,789
+43% +$352K 0.01% 112
2021
Q1 		$714K Hold
4,199
– – 0.01% 131
2020
Q4 		$714K Sell
4,199
-180
-4% -$28.8K 0.01% 131
2020
Q3 		$634K Sell
4,379
-3,721
-46% -$525K 0.01% 142
2020
Q2 		$1.05M Buy
8,100
+2,300
+40% +$281K 0.01% 117
2020
Q1 		$640K Buy
5,800
+5,283
+1,022% +$749K 0.01% 144
2019
Q4 		$80K Sell
517
-51
-9% -$7.67K ﹤0.01% 265
2019
Q3 		$83K Buy
568
+324
+133% +$46.8K ﹤0.01% 229
2019
Q2 		$36K Buy
244
+132
+118% +$18.8K ﹤0.01% 284
2019
Q1 		$16K Buy
+112
New +$15.2K ﹤0.01% 317
2018
Q4 		– Sell
-100
Closed -$15K – 615
2018
Q3 		$15K Buy
100
+82
+456% +$11.8K ﹤0.01% 301
2018
Q2 		$2K Buy
+18
New +$2.51K ﹤0.01% 384

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Ameritrade Investment Management's VIS Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Vanguard Industrials ETF (VIS) in Q3 2023, closing a stake of 11,073 shares — an estimated $2.28M sold.

TD Ameritrade Investment Management first reported a position in VIS in Q2 2018 and held it in 20 quarters. The position peaked at $2.28M in Q2 2023. 398 funds tracked by Wall St. Rank hold VIS as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Vanguard Industrials ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 11,073 Vanguard Industrials ETF shares in Q3 2023, an estimated $2.28M.
  • TD Ameritrade Investment Management first reported a position in Vanguard Industrials ETF in Q2 2018 and held it in 20 quarters.
  • TD Ameritrade Investment Management's Vanguard Industrials ETF position peaked at $2.28M in Q2 2023.
  • 398 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.