Y.D. More Investments’s Vanguard Industrials ETF VIS Stock Holding History

Y.D. More Investments’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	$93.7K	Hold	300	–	–	﹤0.01%	267
2025 Q4	$89.5K	Hold	300	–	–	﹤0.01%	258
2025 Q3	$88.9K	Hold	300	–	–	0.01%	267
2025 Q2	$84K	Hold	300	–	–	0.01%	275
2025 Q1	$74.3K	Hold	300	–	–	0.01%	289
2024 Q4	$76.3K	Sell	300 -310	-51%	-$82.5K	0.01%	277
2024 Q3	$159K	Hold	610	–	–	0.02%	210
2024 Q2	$143K	Hold	610	–	–	0.01%	209
2024 Q1	$149K	Hold	610	–	–	0.03%	185
2023 Q4	$134K	Hold	610	–	–	0.03%	187
2023 Q3	$119K	Hold	610	–	–	0.02%	182
2023 Q2	$125K	Hold	610	–	–	0.03%	162
2023 Q1	$116K	Hold	610	–	–	0.03%	168
2022 Q4	$112K	Buy	+610	New	+$109K	0.03%	200

Other funds holding VIS

Bank of America

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

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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