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DFPG Investments’s Vanguard Industrials ETF VIS Stock Holding History

DFPG Investments’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
2019
Q2 		– Sell
-2,338
Closed -$335K – 180
2019
Q1 		$335K Sell
2,338
-6
-0.3% -$812 0.36% 87
2018
Q4 		$282K Buy
+2,344
New +$311K 0.37% 92

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

DFPG Investments's VIS Position: Q2 2019 in Review

DFPG Investments sold out of Vanguard Industrials ETF (VIS) in Q2 2019, closing a stake of 2,338 shares — an estimated $335K sold.

DFPG Investments first reported a position in VIS in Q4 2018 and held it in 2 quarters. The position peaked at $335K in Q1 2019. 216 funds tracked by Wall St. Rank hold VIS as of Q2 2019.

  • DFPG Investments reported no remaining Vanguard Industrials ETF position as of Q2 2019 after selling out during the quarter.
  • DFPG Investments sold 2,338 Vanguard Industrials ETF shares in Q2 2019, an estimated $335K.
  • DFPG Investments first reported a position in Vanguard Industrials ETF in Q4 2018 and held it in 2 quarters.
  • DFPG Investments's Vanguard Industrials ETF position peaked at $335K in Q1 2019.
  • 216 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2019.

Based on DFPG Investments's 13F filing for Q2 2019, filed 30 Jul 2019.