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

180 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
2021 Q1	–	Sell	-1,552	Closed	-$270K	–	367
2020 Q4	$270K	Hold	1,552	–	–	0.08%	249
2020 Q3	$237K	Hold	1,552	–	–	0.09%	220
2020 Q2	$211K	Buy	+1,552	New	+$189K	0.08%	235
2020 Q1	–	Sell	-1,552	Closed	-$245K	–	269
2019 Q4	$245K	Hold	1,552	–	–	0.1%	225
2019 Q3	$224K	Hold	1,552	–	–	0.1%	224
2019 Q2	$224K	Hold	1,552	–	–	0.1%	223
2019 Q1	$222K	Buy	+1,552	New	+$210K	0.1%	227

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

180 Wealth Advisors's VIS Position: Q1 2021 in Review

180 Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q1 2021, closing a stake of 1,552 shares — an estimated $270K sold.

180 Wealth Advisors first reported a position in VIS in Q1 2019 and held it in 7 quarters. The position peaked at $270K in Q4 2020. 323 funds tracked by Wall St. Rank hold VIS as of Q1 2021.

180 Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q1 2021 after selling out during the quarter.
180 Wealth Advisors sold 1,552 Vanguard Industrials ETF shares in Q1 2021, an estimated $270K.
180 Wealth Advisors first reported a position in Vanguard Industrials ETF in Q1 2019 and held it in 7 quarters.
180 Wealth Advisors's Vanguard Industrials ETF position peaked at $270K in Q4 2020.
323 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2021.

Based on 180 Wealth Advisors's 13F filing for Q1 2021, filed 25 May 2021.