Jackson Hole Capital Partners’s Vanguard Industrials ETF VIS Stock Holding History

Jackson Hole Capital Partners’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	-3,300	Closed	-$508K	–	194
2019 Q4	$508K	Hold	3,300	–	–	0.28%	90
2019 Q3	$482K	Hold	3,300	–	–	0.27%	87
2019 Q2	$481K	Sell	3,300 -350	-10%	-$49.9K	0.3%	87
2019 Q1	$511K	Hold	3,650	–	–	0.45%	76
2018 Q4	$439K	Buy	+3,650	New	+$484K	0.46%	73

Other funds holding VIS

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Jackson Hole Capital Partners's VIS Position: Q1 2020 in Review

Jackson Hole Capital Partners sold out of Vanguard Industrials ETF (VIS) in Q1 2020, closing a stake of 3,300 shares — an estimated $508K sold.

Jackson Hole Capital Partners first reported a position in VIS in Q4 2018 and held it in 5 quarters. The position peaked at $511K in Q1 2019. 225 funds tracked by Wall St. Rank hold VIS as of Q1 2020.

Jackson Hole Capital Partners reported no remaining Vanguard Industrials ETF position as of Q1 2020 after selling out during the quarter.
Jackson Hole Capital Partners sold 3,300 Vanguard Industrials ETF shares in Q1 2020, an estimated $508K.
Jackson Hole Capital Partners first reported a position in Vanguard Industrials ETF in Q4 2018 and held it in 5 quarters.
Jackson Hole Capital Partners's Vanguard Industrials ETF position peaked at $511K in Q1 2019.
225 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2020.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2020, filed 4 May 2020.