Tidal Investments’s Vanguard Industrials ETF VIS Stock Holding History

Tidal Investments’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
2024 Q4	–	Sell	-11,457	Closed	-$2.98M	–	2003
2024 Q3	$2.98M	Buy	11,457 +7,014	+158%	+$1.72M	0.03%	468
2024 Q2	$1.05M	Sell	4,443 -3,575	-45%	-$852K	0.01%	873
2024 Q1	$1.96M	Buy	8,018 +402	+5%	+$91.3K	0.03%	537
2023 Q4	$1.68M	Buy	+7,616	New	+$1.53M	0.04%	418

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

BCMIO

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Tidal Investments's VIS Position: Q4 2024 in Review

Tidal Investments sold out of Vanguard Industrials ETF (VIS) in Q4 2024, closing a stake of 11,457 shares — an estimated $2.98M sold.

Tidal Investments first reported a position in VIS in Q4 2023 and held it in 4 quarters. The position peaked at $2.98M in Q3 2024. 503 funds tracked by Wall St. Rank hold VIS as of Q4 2024.

Tidal Investments reported no remaining Vanguard Industrials ETF position as of Q4 2024 after selling out during the quarter.
Tidal Investments sold 11,457 Vanguard Industrials ETF shares in Q4 2024, an estimated $2.98M.
Tidal Investments first reported a position in Vanguard Industrials ETF in Q4 2023 and held it in 4 quarters.
Tidal Investments's Vanguard Industrials ETF position peaked at $2.98M in Q3 2024.
503 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2024.

Based on Tidal Investments's 13F filing for Q4 2024, filed 14 Feb 2025.