Brown Miller Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Brown Miller Wealth Management’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 Q1	–	Sell	-1,662	Closed	-$337K	–	126
2021 Q4	$337K	Sell	1,662 -31	-2%	-$6.2K	0.19%	92
2021 Q3	$318K	Buy	1,693 +409	+32%	+$80.2K	0.2%	93
2021 Q2	$252K	Buy	+1,284	New	+$252K	0.16%	104

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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

Brown Miller Wealth Management's VIS Position: Q1 2022 in Review

Brown Miller Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q1 2022, closing a stake of 1,662 shares — an estimated $337K sold.

Brown Miller Wealth Management first reported a position in VIS in Q2 2021 and held it in 3 quarters. The position peaked at $337K in Q4 2021. 382 funds tracked by Wall St. Rank hold VIS as of Q1 2022.

Brown Miller Wealth Management reported no remaining Vanguard Industrials ETF position as of Q1 2022 after selling out during the quarter.
Brown Miller Wealth Management sold 1,662 Vanguard Industrials ETF shares in Q1 2022, an estimated $337K.
Brown Miller Wealth Management first reported a position in Vanguard Industrials ETF in Q2 2021 and held it in 3 quarters.
Brown Miller Wealth Management's Vanguard Industrials ETF position peaked at $337K in Q4 2021.
382 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2022.

Based on Brown Miller Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.