AWA
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Aaron Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Aaron 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
2022
Q2 		– Sell
-2,678
Closed -$521K – 826
2022
Q1 		$521K Buy
+2,678
New +$515K 0.12% 105

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Aaron Wealth Advisors's VIS Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q2 2022, closing a stake of 2,678 shares — an estimated $521K sold.

Aaron Wealth Advisors first reported a position in VIS in Q1 2022 and held it in 1 quarter. The position peaked at $521K in Q1 2022. 356 funds tracked by Wall St. Rank hold VIS as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 2,678 Vanguard Industrials ETF shares in Q2 2022, an estimated $521K.
  • Aaron Wealth Advisors first reported a position in Vanguard Industrials ETF in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Vanguard Industrials ETF position peaked at $521K in Q1 2022.
  • 356 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.