Certuity’s Vanguard Industrials ETF VIS Stock Holding History

Certuity’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 Q3	–	Sell	-3,815	Closed	-$496K	–	224
2020 Q2	$496K	Buy	+3,815	New	+$466K	0.23%	69

Other funds holding VIS

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Certuity's VIS Position: Q3 2020 in Review

Certuity sold out of Vanguard Industrials ETF (VIS) in Q3 2020, closing a stake of 3,815 shares — an estimated $496K sold.

Certuity first reported a position in VIS in Q2 2020 and held it in 1 quarter. The position peaked at $496K in Q2 2020. 249 funds tracked by Wall St. Rank hold VIS as of Q3 2020.

Certuity reported no remaining Vanguard Industrials ETF position as of Q3 2020 after selling out during the quarter.
Certuity sold 3,815 Vanguard Industrials ETF shares in Q3 2020, an estimated $496K.
Certuity first reported a position in Vanguard Industrials ETF in Q2 2020 and held it in 1 quarter.
Certuity's Vanguard Industrials ETF position peaked at $496K in Q2 2020.
249 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2020.

Based on Certuity's 13F filing for Q3 2020, filed 30 Oct 2020.