BWA
VIS icon

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

Burt 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
2020
Q2 		– Sell
-58
Closed -$6K – 444
2020
Q1 		$6K Buy
+58
New +$8.23K ﹤0.01% 306

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Burt Wealth Advisors's VIS Position: Q2 2020 in Review

Burt Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q2 2020, closing a stake of 58 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in VIS in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 231 funds tracked by Wall St. Rank hold VIS as of Q2 2020.

  • Burt Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q2 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 58 Vanguard Industrials ETF shares in Q2 2020, an estimated $6K.
  • Burt Wealth Advisors first reported a position in Vanguard Industrials ETF in Q1 2020 and held it in 1 quarter.
  • Burt Wealth Advisors's Vanguard Industrials ETF position peaked at $6K in Q1 2020.
  • 231 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.