TW
VIS icon

Transform Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Transform Wealth’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
Q4 		– Sell
-3,574
Closed -$698K – 256
2023
Q3 		$698K Buy
+3,574
New +$733K 0.07% 147

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Transform Wealth's VIS Position: Q4 2023 in Review

Transform Wealth sold out of Vanguard Industrials ETF (VIS) in Q4 2023, closing a stake of 3,574 shares — an estimated $698K sold.

Transform Wealth first reported a position in VIS in Q3 2023 and held it in 1 quarter. The position peaked at $698K in Q3 2023. 424 funds tracked by Wall St. Rank hold VIS as of Q4 2023.

  • Transform Wealth reported no remaining Vanguard Industrials ETF position as of Q4 2023 after selling out during the quarter.
  • Transform Wealth sold 3,574 Vanguard Industrials ETF shares in Q4 2023, an estimated $698K.
  • Transform Wealth first reported a position in Vanguard Industrials ETF in Q3 2023 and held it in 1 quarter.
  • Transform Wealth's Vanguard Industrials ETF position peaked at $698K in Q3 2023.
  • 424 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2023.

Based on Transform Wealth's 13F filing for Q4 2023, filed 18 Jan 2024.