AWA
VIS icon

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

Acorn 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
2018
Q3 		– Sell
-371
Closed -$51K – 432
2018
Q2 		$51K Hold
371
– – 0.04% 272
2018
Q1 		$51K Buy
+371
New +$53.5K 0.04% 263

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorn Wealth Advisors's VIS Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q3 2018, closing a stake of 371 shares — an estimated $51K sold.

Acorn Wealth Advisors first reported a position in VIS in Q1 2018 and held it in 2 quarters. The position peaked at $51K in Q2 2018. 207 funds tracked by Wall St. Rank hold VIS as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 371 Vanguard Industrials ETF shares in Q3 2018, an estimated $51K.
  • Acorn Wealth Advisors first reported a position in Vanguard Industrials ETF in Q1 2018 and held it in 2 quarters.
  • Acorn Wealth Advisors's Vanguard Industrials ETF position peaked at $51K in Q2 2018.
  • 207 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.