Doyle Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Doyle Wealth Management’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 Q1	–	Sell	-2,634	Closed	-$405K	–	213
2019 Q4	$405K	Buy	2,634 +18	+0.7%	+$2.71K	0.05%	138
2019 Q3	$382K	Hold	2,616	–	–	0.05%	136
2019 Q2	$381K	Buy	2,616 +1,077	+70%	+$154K	0.05%	132
2019 Q1	$220K	Buy	1,539 +527	+52%	+$71.3K	0.03%	180
2018 Q4	$122K	Buy	+1,012	New	+$134K	0.02%	224

Other funds holding VIS

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Doyle Wealth Management's VIS Position: Q1 2020 in Review

Doyle Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q1 2020, closing a stake of 2,634 shares — an estimated $405K sold.

Doyle Wealth Management first reported a position in VIS in Q4 2018 and held it in 5 quarters. The position peaked at $405K in Q4 2019. 225 funds tracked by Wall St. Rank hold VIS as of Q1 2020.

Doyle Wealth Management reported no remaining Vanguard Industrials ETF position as of Q1 2020 after selling out during the quarter.
Doyle Wealth Management sold 2,634 Vanguard Industrials ETF shares in Q1 2020, an estimated $405K.
Doyle Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2018 and held it in 5 quarters.
Doyle Wealth Management's Vanguard Industrials ETF position peaked at $405K in Q4 2019.
225 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2020.

Based on Doyle Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.