Ten Capital Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Ten Capital 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
2021 Q3	–	Sell	-145	Closed	-$28K	–	509
2021 Q2	$28K	Sell	145 -76	-34%	-$14.9K	0.01%	220
2021 Q1	$41K	Sell	221 -158	-42%	-$28.1K	0.01%	182
2020 Q4	$64K	Buy	+379	New	+$60.7K	0.02%	154

Other funds holding VIS

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

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

BCMIO

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Ten Capital Wealth Advisors's VIS Position: Q3 2021 in Review

Ten Capital Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q3 2021, closing a stake of 145 shares — an estimated $28K sold.

Ten Capital Wealth Advisors first reported a position in VIS in Q4 2020 and held it in 3 quarters. The position peaked at $64K in Q4 2020. 332 funds tracked by Wall St. Rank hold VIS as of Q3 2021.

Ten Capital Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q3 2021 after selling out during the quarter.
Ten Capital Wealth Advisors sold 145 Vanguard Industrials ETF shares in Q3 2021, an estimated $28K.
Ten Capital Wealth Advisors first reported a position in Vanguard Industrials ETF in Q4 2020 and held it in 3 quarters.
Ten Capital Wealth Advisors's Vanguard Industrials ETF position peaked at $64K in Q4 2020.
332 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.