Wealth Enhancement Advisory Services
VIS icon

Wealth Enhancement Advisory Services’s Vanguard Industrials ETF VIS Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$6.86M Sell
27,755
-10,252
-27% -$3.33M 0.02% 742
2025
Q4 		$12M Buy
38,007
+2,219
+6% +$659K 0.02% 637
2025
Q3 		$10.6M Buy
35,788
+4,075
+13% +$1.18M 0.02% 636
2025
Q2 		$9.02M Buy
31,713
+23,367
+280% +$6.04M 0.01% 676
2025
Q1 		$2.07M Sell
8,346
-22,235
-73% -$5.75M ﹤0.01% 1231
2024
Q4 		$7.78M Buy
30,581
+1,193
+4% +$317K 0.01% 639
2024
Q3 		$7.64M Buy
29,388
+25,782
+715% +$6.31M 0.02% 596
2024
Q2 		$848K Sell
3,606
-54
-1% -$12.9K ﹤0.01% 1358
2024
Q1 		$894K Buy
3,660
+181
+5% +$41.1K ﹤0.01% 1288
2023
Q4 		$767K Sell
3,479
-26,386
-88% -$5.32M ﹤0.01% 1271
2023
Q3 		$5.82M Buy
+29,865
New +$6.13M 0.02% 544

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BCMIO
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MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return