CFFP
VIS icon

Center for Financial Planning’s Vanguard Industrials ETF VIS Stock Holding History

Center for Financial Planning’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
-63
Closed -$7K – 580
2020
Q1 		$7K Hold
63
– – ﹤0.01% 378
2019
Q4 		$10K Buy
+63
New +$9.48K ﹤0.01% 312

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

Center for Financial Planning's VIS Position: Q2 2020 in Review

Center for Financial Planning sold out of Vanguard Industrials ETF (VIS) in Q2 2020, closing a stake of 63 shares — an estimated $7K sold.

Center for Financial Planning first reported a position in VIS in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 231 funds tracked by Wall St. Rank hold VIS as of Q2 2020.

  • Center for Financial Planning reported no remaining Vanguard Industrials ETF position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 63 Vanguard Industrials ETF shares in Q2 2020, an estimated $7K.
  • Center for Financial Planning first reported a position in Vanguard Industrials ETF in Q4 2019 and held it in 2 quarters.
  • Center for Financial Planning's Vanguard Industrials ETF position peaked at $10K in Q4 2019.
  • 231 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.