Aevitas Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Aevitas Wealth 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
2022 Q4	$448K	Buy	+2,452	New	+$439K	0.27%	79
2019 Q2	–	Sell	-306	Closed	-$42K	–	336
2019 Q1	$42K	Buy	306 +1	+0.3%	+$135	0.04%	200
2018 Q4	$37K	Sell	305 -98	-24%	-$13K	0.04%	202
2018 Q3	$60K	Buy	403 +201	+100%	+$29K	0.05%	180
2018 Q2	$27K	Hold	202	–	–	0.03%	250
2018 Q1	$28K	Buy	202 +1	+0.5%	+$144	0.03%	228
2017 Q4	$29K	Buy	+201	New	+$27.6K	0.03%	228

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Aevitas Wealth Management's VIS Position: Q4 2022 in Review

Aevitas Wealth Management opened a new position in Vanguard Industrials ETF (VIS) in Q4 2022: 2,452 shares worth $448K. The stake represents 0.27% of the portfolio and ranks #79 among its holdings. This is a return to the name: Aevitas Wealth Management previously reported a position in VIS as recently as Q1 2019.

Aevitas Wealth Management first reported a position in VIS in Q4 2017 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold VIS as of Q4 2022.

Aevitas Wealth Management held 2,452 shares of Vanguard Industrials ETF worth $448K as of Q4 2022.
Vanguard Industrials ETF was a new Aevitas Wealth Management position in Q4 2022.
Vanguard Industrials ETF made up 0.27% of Aevitas Wealth Management's portfolio in Q4 2022, its #79 holding.
Aevitas Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2017 and has held it in 7 quarters since.
386 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.