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First Personal Financial Services’s Vanguard Industrials ETF VIS Stock Holding History

First Personal Financial Services’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
Q4 		– Sell
-30
Closed -$5K – 436
2022
Q3 		$5K Buy
+30
New +$5.22K ﹤0.01% 379

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

First Personal Financial Services's VIS Position: Q4 2022 in Review

First Personal Financial Services sold out of Vanguard Industrials ETF (VIS) in Q4 2022, closing a stake of 30 shares — an estimated $5K sold.

First Personal Financial Services first reported a position in VIS in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 386 funds tracked by Wall St. Rank hold VIS as of Q4 2022.

  • First Personal Financial Services reported no remaining Vanguard Industrials ETF position as of Q4 2022 after selling out during the quarter.
  • First Personal Financial Services sold 30 Vanguard Industrials ETF shares in Q4 2022, an estimated $5K.
  • First Personal Financial Services first reported a position in Vanguard Industrials ETF in Q3 2022 and held it in 1 quarter.
  • First Personal Financial Services's Vanguard Industrials ETF position peaked at $5K in Q3 2022.
  • 386 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2022.

Based on First Personal Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.