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B&D White Capital Company’s Vanguard Industrials ETF VIS Stock Holding History

B&D White Capital Company’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
-10,606
Closed -$2.06M – 72
2022
Q1 		$2.06M Sell
10,606
-8,859
-46% -$1.7M 0.66% 22
2021
Q4 		$3.95M Hold
19,465
– – 1.3% 13
2021
Q3 		$3.66M Buy
19,465
+7,243
+59% +$1.42M 1.41% 25
2021
Q2 		$2.4M Buy
+12,222
New +$2.4M 1.07% 18

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

B&D White Capital Company's VIS Position: Q2 2022 in Review

B&D White Capital Company sold out of Vanguard Industrials ETF (VIS) in Q2 2022, closing a stake of 10,606 shares — an estimated $2.06M sold.

B&D White Capital Company first reported a position in VIS in Q2 2021 and held it in 4 quarters. The position peaked at $3.95M in Q4 2021. 356 funds tracked by Wall St. Rank hold VIS as of Q2 2022.

  • B&D White Capital Company reported no remaining Vanguard Industrials ETF position as of Q2 2022 after selling out during the quarter.
  • B&D White Capital Company sold 10,606 Vanguard Industrials ETF shares in Q2 2022, an estimated $2.06M.
  • B&D White Capital Company first reported a position in Vanguard Industrials ETF in Q2 2021 and held it in 4 quarters.
  • B&D White Capital Company's Vanguard Industrials ETF position peaked at $3.95M in Q4 2021.
  • 356 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2022.

Based on B&D White Capital Company's 13F filing for Q2 2022, filed 14 Jul 2022.