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	–	701
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

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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return