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Wingate Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Wingate Wealth Advisors’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
2025
Q1 		– Sell
-768
Closed -$195K – 436
2024
Q4 		$195K Buy
+768
New +$204K 0.19% 98

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wingate Wealth Advisors's VIS Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q1 2025, closing a stake of 768 shares — an estimated $195K sold.

Wingate Wealth Advisors first reported a position in VIS in Q4 2024 and held it in 1 quarter. The position peaked at $195K in Q4 2024. 485 funds tracked by Wall St. Rank hold VIS as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 768 Vanguard Industrials ETF shares in Q1 2025, an estimated $195K.
  • Wingate Wealth Advisors first reported a position in Vanguard Industrials ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Vanguard Industrials ETF position peaked at $195K in Q4 2024.
  • 485 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.