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

Atlas Private 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
2021 Q2	–	Sell	-150	Closed	-$28K	–	362
2021 Q1	$28K	Hold	150	–	–	0.02%	240
2020 Q4	$25K	Hold	150	–	–	0.02%	247
2020 Q3	$22K	Hold	150	–	–	0.02%	245
2020 Q2	$19K	Hold	150	–	–	0.02%	274
2020 Q1	$17K	Hold	150	–	–	0.02%	265
2019 Q4	$23K	Buy	+150	New	+$22.6K	0.02%	278

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

Atlas Private Wealth Management's VIS Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q2 2021, closing a stake of 150 shares — an estimated $28K sold.

Atlas Private Wealth Management first reported a position in VIS in Q4 2019 and held it in 6 quarters. The position peaked at $28K in Q1 2021. 328 funds tracked by Wall St. Rank hold VIS as of Q2 2021.

Atlas Private Wealth Management reported no remaining Vanguard Industrials ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 150 Vanguard Industrials ETF shares in Q2 2021, an estimated $28K.
Atlas Private Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Vanguard Industrials ETF position peaked at $28K in Q1 2021.
328 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.