BDO Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

BDO 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 Q2	–	Sell	-59	Closed	-$11K	–	1212
2021 Q1	$11K	Buy	+59	New	+$10.5K	﹤0.01%	724
2019 Q2	–	Sell	-347	Closed	-$49K	–	697
2019 Q1	$49K	Hold	347	–	–	0.01%	284
2018 Q4	$42K	Buy	347 +13	+4%	+$1.72K	0.01%	281
2018 Q3	$49K	Sell	334 -129	-28%	-$18.6K	0.02%	300
2018 Q2	$63K	Buy	463 +28	+6%	+$3.91K	0.02%	265
2018 Q1	$61K	Sell	435 -86	-17%	-$12.4K	0.02%	231
2017 Q4	$74K	Sell	521 -36	-6%	-$4.94K	0.03%	175
2017 Q3	$75K	Buy	557 +60	+12%	+$7.77K	0.04%	156
2017 Q2	$64K	Buy	+497	New	+$62.8K	0.03%	212

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 $1.65B AUM 17.84% 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 22.96% 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

BDO Wealth Advisors's VIS Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q2 2021, closing a stake of 59 shares — an estimated $11K sold.

BDO Wealth Advisors first reported a position in VIS in Q2 2017 and held it in 9 quarters. The position peaked at $75K in Q3 2017. 328 funds tracked by Wall St. Rank hold VIS as of Q2 2021.

BDO Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q2 2021 after selling out during the quarter.
BDO Wealth Advisors sold 59 Vanguard Industrials ETF shares in Q2 2021, an estimated $11K.
BDO Wealth Advisors first reported a position in Vanguard Industrials ETF in Q2 2017 and held it in 9 quarters.
BDO Wealth Advisors's Vanguard Industrials ETF position peaked at $75K in Q3 2017.
328 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.