Wealthspire Advisors, LLC Vanguard Industrial ETF Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 994 shares of VIS stock, worth $274,920. This represents 0.0% of its overall portfolio holdings.

Number of Shares

994

Holding current value

$274,920

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$232.12 - $260.07 $230,727 - $258,509	994 New	994 $258,000

Others Institutions Holding VIS

# of Institutions

491

Shares Held

12.6M

Call Options Held

2.4K

Put Options Held

Bank Of America Corp Charlotte, NC

4.21M
Shares

$1.16 Billion
0.09% of portfolio
Pgim Custom Harvest LLC Newark, NJ

878K
Shares

$243 Million
4.67% of portfolio
Beacon Capital Management, Inc.

651K
Shares

$180 Million
7.29% of portfolio
Morgan Stanley New York, NY

644K
Shares

$178 Million
0.01% of portfolio
Ubs Group Ag

611K
Shares

$169 Million
0.04% of portfolio

View Full List

About VANGUARD INDUSTRIAL ETF

Ticker VIS
Sector ETFs
Industry ETFs

More about VIS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Vanguard Industrial ETF Transaction History