CAAS
VIS icon

Capital Asset Advisory Services’s Vanguard Industrials ETF VIS Stock Holding History

Capital Asset Advisory Services’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
Q4 		– Sell
-28
Closed -$5K – 715
2021
Q3 		$5K Sell
28
-7
-20% -$1.37K ﹤0.01% 645
2021
Q2 		$7K Buy
35
+7
+25% +$1.38K ﹤0.01% 651
2021
Q1 		$5K Hold
28
– – ﹤0.01% 635
2020
Q4 		$5K Hold
28
– – ﹤0.01% 1287
2020
Q3 		$4K Hold
28
– – ﹤0.01% 501
2020
Q2 		$4K Buy
+28
New +$3.42K ﹤0.01% 523
2020
Q1 		– Sell
-10
Closed -$2K – 613
2019
Q4 		$2K Buy
+10
New +$1.5K ﹤0.01% 578

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
UBS Group
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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return