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Cambridge Trust’s Vanguard Industrials ETF VIS Stock Holding History

Cambridge Trust’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
Q4 		– Sell
-49
Closed -$8K – 901
2022
Q3 		$8K Hold
49
– – ﹤0.01% 680
2022
Q2 		$8K Hold
49
– – ﹤0.01% 712
2022
Q1 		$10K Hold
49
– – ﹤0.01% 753
2021
Q4 		$10K Buy
+49
New +$9.79K ﹤0.01% 818

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cambridge Trust's VIS Position: Q4 2022 in Review

Cambridge Trust sold out of Vanguard Industrials ETF (VIS) in Q4 2022, closing a stake of 49 shares — an estimated $8K sold.

Cambridge Trust first reported a position in VIS in Q4 2021 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 386 funds tracked by Wall St. Rank hold VIS as of Q4 2022.

  • Cambridge Trust reported no remaining Vanguard Industrials ETF position as of Q4 2022 after selling out during the quarter.
  • Cambridge Trust sold 49 Vanguard Industrials ETF shares in Q4 2022, an estimated $8K.
  • Cambridge Trust first reported a position in Vanguard Industrials ETF in Q4 2021 and held it in 4 quarters.
  • Cambridge Trust's Vanguard Industrials ETF position peaked at $10K in Q1 2022.
  • 386 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2022.

Based on Cambridge Trust's 13F filing for Q4 2022, filed 10 Jan 2023.