Bigelow Investment Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Bigelow Investment 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
2020 Q1	–	Sell	-2,180	Closed	-$335K	–	156
2019 Q4	$335K	Hold	2,180	–	–	0.2%	122
2019 Q3	$318K	Hold	2,180	–	–	0.2%	122
2019 Q2	$318K	Hold	2,180	–	–	0.21%	120
2019 Q1	$305K	Buy	2,180 +75	+4%	+$10.1K	0.21%	121
2018 Q4	$253K	Sell	2,105 -515	-20%	-$68.3K	0.19%	130
2018 Q3	$387K	Buy	2,620 +70	+3%	+$10.1K	0.26%	111
2018 Q2	$346K	Sell	2,550 -100	-4%	-$14K	0.24%	118
2018 Q1	$369K	Buy	2,650 +100	+4%	+$14.4K	0.25%	114
2017 Q4	$363K	Buy	+2,550	New	+$350K	0.36%	75

Other funds holding VIS

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

BCMIO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Bigelow Investment Advisors's VIS Position: Q1 2020 in Review

Bigelow Investment Advisors sold out of Vanguard Industrials ETF (VIS) in Q1 2020, closing a stake of 2,180 shares — an estimated $335K sold.

Bigelow Investment Advisors first reported a position in VIS in Q4 2017 and held it in 9 quarters. The position peaked at $387K in Q3 2018. 225 funds tracked by Wall St. Rank hold VIS as of Q1 2020.

Bigelow Investment Advisors reported no remaining Vanguard Industrials ETF position as of Q1 2020 after selling out during the quarter.
Bigelow Investment Advisors sold 2,180 Vanguard Industrials ETF shares in Q1 2020, an estimated $335K.
Bigelow Investment Advisors first reported a position in Vanguard Industrials ETF in Q4 2017 and held it in 9 quarters.
Bigelow Investment Advisors's Vanguard Industrials ETF position peaked at $387K in Q3 2018.
225 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2020.

Based on Bigelow Investment Advisors's 13F filing for Q1 2020, filed 5 May 2020.