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Global Wealth Management Investment Advisory’s Vanguard Industrials ETF VIS Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-27
Closed -$3K – 687
2020
Q1 		$3K Buy
+27
New +$3.83K ﹤0.01% 486

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Global Wealth Management Investment Advisory's VIS Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of Vanguard Industrials ETF (VIS) in Q2 2020, closing a stake of 27 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in VIS in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 231 funds tracked by Wall St. Rank hold VIS as of Q2 2020.

  • Global Wealth Management Investment Advisory reported no remaining Vanguard Industrials ETF position as of Q2 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 27 Vanguard Industrials ETF shares in Q2 2020, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in Vanguard Industrials ETF in Q1 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Vanguard Industrials ETF position peaked at $3K in Q1 2020.
  • 231 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.