EWM
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Executive Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Executive 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
2019
Q3 		– Sell
-270
Closed -$39K – 770
2019
Q2 		$39K Buy
+270
New +$38.5K 0.01% 347

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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Executive Wealth Management's VIS Position: Q3 2019 in Review

Executive Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q3 2019, closing a stake of 270 shares — an estimated $39K sold.

Executive Wealth Management first reported a position in VIS in Q2 2019 and held it in 1 quarter. The position peaked at $39K in Q2 2019. 209 funds tracked by Wall St. Rank hold VIS as of Q3 2019.

  • Executive Wealth Management reported no remaining Vanguard Industrials ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 270 Vanguard Industrials ETF shares in Q3 2019, an estimated $39K.
  • Executive Wealth Management first reported a position in Vanguard Industrials ETF in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's Vanguard Industrials ETF position peaked at $39K in Q2 2019.
  • 209 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.