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WealthPlan Investment Management’s Vishay Intertechnology VSH Stock Holding History

WealthPlan Investment Management’s Portfolio VSH Stock Details VSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,896
Closed -$310K – 260
2024
Q2 		$310K Sell
13,896
-15,720
-53% -$355K 0.05% 147
2024
Q1 		$672K Buy
29,616
+15,128
+104% +$337K 0.1% 109
2023
Q4 		$347K Buy
14,488
+53
+0.4% +$1.23K 0.06% 144
2023
Q3 		$357K Buy
14,435
+9,029
+167% +$243K 0.06% 134
2023
Q2 		$159K Sell
5,406
-2,257
-29% -$55.2K 0.05% 135
2023
Q1 		$173K Buy
+7,663
New +$168K 0.03% 165

Other funds holding VSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPlan Investment Management's VSH Position: Q3 2024 in Review

WealthPlan Investment Management sold out of Vishay Intertechnology (VSH) in Q3 2024, closing a stake of 13,896 shares — an estimated $310K sold.

WealthPlan Investment Management first reported a position in VSH in Q1 2023 and held it in 6 quarters. The position peaked at $672K in Q1 2024. 296 funds tracked by Wall St. Rank hold VSH as of Q3 2024.

  • WealthPlan Investment Management reported no remaining Vishay Intertechnology position as of Q3 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 13,896 Vishay Intertechnology shares in Q3 2024, an estimated $310K.
  • WealthPlan Investment Management first reported a position in Vishay Intertechnology in Q1 2023 and held it in 6 quarters.
  • WealthPlan Investment Management's Vishay Intertechnology position peaked at $672K in Q1 2024.
  • 296 funds tracked by Wall St. Rank held Vishay Intertechnology as of Q3 2024.

Based on WealthPlan Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.