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Dixon Hubard Feinour & Brown’s Vanguard Industrials ETF VIS Stock Holding History

Dixon Hubard Feinour & Brown’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
2017
Q3 		– Sell
-4,540
Closed -$583K – 194
2017
Q2 		$583K Sell
4,540
-4,625
-50% -$584K 0.17% 108
2017
Q1 		$1.13M Hold
9,165
– – 0.34% 84
2016
Q4 		$1.09M Hold
9,165
– – 0.35% 80
2016
Q3 		$1.02M Hold
9,165
– – 0.32% 82
2016
Q2 		$974K Hold
9,165
– – 0.31% 87
2016
Q1 		$975K Buy
+9,165
New +$894K 0.32% 85
2014
Q3 		– Sell
-9,085
Closed -$947K – 196
2014
Q2 		$947K Sell
9,085
-215
-2% -$22K 0.31% 85
2014
Q1 		$935K Buy
9,300
+3,200
+52% +$316K 0.32% 84
2013
Q4 		$610K Buy
6,100
+1,200
+24% +$114K 0.23% 98
2013
Q3 		$438K Buy
+4,900
New +$425K 0.19% 110

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return