20/20 Capital Management’s Vanguard Industrials ETF VIS Stock Holding History

20/20 Capital Management’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 Q2	$1.63M	Sell	8,318 -440	-5%	-$86.5K	0.42%	51
2021 Q1	$1.66M	Sell	8,758 -312	-3%	-$55.5K	0.48%	49
2020 Q4	$1.55M	Sell	9,070 -417	-4%	-$66.7K	0.45%	53
2020 Q3	$1.37M	Sell	9,487 -259	-3%	-$36.5K	0.52%	40
2020 Q2	$1.39M	Buy	9,746 +331	+4%	+$40.4K	0.54%	41
2020 Q1	$1.09M	Buy	9,415 +627	+7%	+$88.9K	0.49%	43
2019 Q4	$1.39M	Buy	+8,788	New	+$1.32M	0.56%	40

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

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

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

20/20 Capital Management's VIS Position: Q2 2021 in Review

20/20 Capital Management reduced its Vanguard Industrials ETF (VIS) stake by 5% in Q2 2021, selling an estimated $86.5K and leaving 8,318 shares worth $1.63M. The position accounts for 0.42% of the portfolio, ranked #51.

20/20 Capital Management first reported a position in VIS in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.66M in Q1 2021. 328 funds tracked by Wall St. Rank hold VIS as of Q2 2021.

20/20 Capital Management held 8,318 shares of Vanguard Industrials ETF worth $1.63M as of Q2 2021.
20/20 Capital Management sold 440 Vanguard Industrials ETF shares in Q2 2021, an estimated $86.5K.
Vanguard Industrials ETF made up 0.42% of 20/20 Capital Management's portfolio in Q2 2021, its #51 holding.
20/20 Capital Management first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's Vanguard Industrials ETF position peaked at $1.66M in Q1 2021.
328 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.