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Fortis Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Fortis Advisors’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
-3,495
Closed -$496K – 386
2019
Q4 		$538K Buy
3,495
+33
+1% +$4.96K 0.33% 44
2019
Q3 		$506K Hold
3,462
– – 0.24% 45
2019
Q2 		$505K Buy
+3,462
New +$494K 0.25% 47

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
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

Fortis Advisors's VIS Position: Q1 2020 in Review

Fortis Advisors sold out of Vanguard Industrials ETF (VIS) in Q1 2020, closing a stake of 3,495 shares — an estimated $496K sold.

Fortis Advisors first reported a position in VIS in Q2 2019 and held it in 3 quarters. The position peaked at $538K in Q4 2019. 225 funds tracked by Wall St. Rank hold VIS as of Q1 2020.

  • Fortis Advisors reported no remaining Vanguard Industrials ETF position as of Q1 2020 after selling out during the quarter.
  • Fortis Advisors sold 3,495 Vanguard Industrials ETF shares in Q1 2020, an estimated $496K.
  • Fortis Advisors first reported a position in Vanguard Industrials ETF in Q2 2019 and held it in 3 quarters.
  • Fortis Advisors's Vanguard Industrials ETF position peaked at $538K in Q4 2019.
  • 225 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.