HWM
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Howard Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Howard 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
2020
Q1 		– Sell
-20
Closed -$3K – 488
2019
Q4 		$3K Buy
+20
New +$3.01K ﹤0.01% 455

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

Howard Wealth Management's VIS Position: Q1 2020 in Review

Howard Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q1 2020, closing a stake of 20 shares — an estimated $3K sold.

Howard Wealth Management first reported a position in VIS in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 225 funds tracked by Wall St. Rank hold VIS as of Q1 2020.

  • Howard Wealth Management reported no remaining Vanguard Industrials ETF position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 20 Vanguard Industrials ETF shares in Q1 2020, an estimated $3K.
  • Howard Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Vanguard Industrials ETF position peaked at $3K in Q4 2019.
  • 225 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.