Viridian RIA’s Vanguard Industrials ETF VIS Stock Holding History

Viridian RIA’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
2022 Q1	–	Sell	-2,961	Closed	-$569K	–	62
2021 Q4	$601K	Buy	+2,961	New	+$592K	0.13%	61

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Viridian RIA's VIS Position: Q1 2022 in Review

Viridian RIA sold out of Vanguard Industrials ETF (VIS) in Q1 2022, closing a stake of 2,961 shares — an estimated $569K sold.

Viridian RIA first reported a position in VIS in Q4 2021 and held it in 1 quarter. The position peaked at $601K in Q4 2021. 383 funds tracked by Wall St. Rank hold VIS as of Q1 2022.

Viridian RIA reported no remaining Vanguard Industrials ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 2,961 Vanguard Industrials ETF shares in Q1 2022, an estimated $569K.
Viridian RIA first reported a position in Vanguard Industrials ETF in Q4 2021 and held it in 1 quarter.
Viridian RIA's Vanguard Industrials ETF position peaked at $601K in Q4 2021.
383 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.