Baltimore-Washington Financial Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Baltimore-Washington Financial 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
2014 Q4	–	Sell	-44	Closed	-$4K	–	313
2014 Q3	$4K	Buy	+44	New	+$4.54K	﹤0.01%	251

Other funds holding VIS

Bank of America

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

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return

Hollencrest Capital Management Newport Beach, California $2.69B AUM 23.62% 1-Year Est. Return

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return