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FineMark National Bank & Trust’s Vanguard Industrials ETF VIS Stock Holding History

FineMark National Bank & Trust’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
2022
Q3 		– Sell
-2,630
Closed -$430K – 411
2022
Q2 		$430K Hold
2,630
– – 0.02% 291
2022
Q1 		$511K Hold
2,630
– – 0.02% 279
2021
Q4 		$534K Buy
+2,630
New +$526K 0.02% 300
2019
Q1 		– Sell
-1,962
Closed -$236K – 347
2018
Q4 		$236K Buy
1,962
+24
+1% +$3.18K 0.02% 299
2018
Q3 		$286K Buy
+1,938
New +$279K 0.02% 265
2017
Q1 		– Sell
-500
Closed -$60K – 982
2016
Q4 		$60K Buy
+500
New +$57.4K ﹤0.01% 589

Other funds holding VIS

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return