Atlas Private Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Atlas Private 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 Q4	–	Sell	-54	Closed	-$10K	–	676
2021 Q3	$10K	Hold	54	–	–	0.01%	474
2021 Q2	$11K	Sell	54 -95	-64%	-$18.7K	0.01%	459
2021 Q1	$28K	Sell	149 -27	-15%	-$4.81K	0.02%	316
2020 Q4	$30K	Hold	176	–	–	0.02%	283
2020 Q3	$25K	Buy	176 +25	+17%	+$3.53K	0.02%	284
2020 Q2	$20K	Buy	+151	New	+$18.4K	0.02%	318

Other funds holding VIS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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

Atlas Private Wealth Advisors's VIS Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q4 2021, closing a stake of 54 shares — an estimated $10K sold.

Atlas Private Wealth Advisors first reported a position in VIS in Q2 2020 and held it in 6 quarters. The position peaked at $30K in Q4 2020. 390 funds tracked by Wall St. Rank hold VIS as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 54 Vanguard Industrials ETF shares in Q4 2021, an estimated $10K.
Atlas Private Wealth Advisors first reported a position in Vanguard Industrials ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Vanguard Industrials ETF position peaked at $30K in Q4 2020.
390 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.