JWM
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Janiczek Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Janiczek 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
Q4 		– Sell
-116
Closed -$17K – 813
2020
Q3 		$17K Hold
116
– – 0.01% 171
2020
Q2 		$15K Buy
+116
New +$14.2K 0.01% 130

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Janiczek Wealth Management's VIS Position: Q4 2020 in Review

Janiczek Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q4 2020, closing a stake of 116 shares — an estimated $17K sold.

Janiczek Wealth Management first reported a position in VIS in Q2 2020 and held it in 2 quarters. The position peaked at $17K in Q3 2020. 293 funds tracked by Wall St. Rank hold VIS as of Q4 2020.

  • Janiczek Wealth Management reported no remaining Vanguard Industrials ETF position as of Q4 2020 after selling out during the quarter.
  • Janiczek Wealth Management sold 116 Vanguard Industrials ETF shares in Q4 2020, an estimated $17K.
  • Janiczek Wealth Management first reported a position in Vanguard Industrials ETF in Q2 2020 and held it in 2 quarters.
  • Janiczek Wealth Management's Vanguard Industrials ETF position peaked at $17K in Q3 2020.
  • 293 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2020.

Based on Janiczek Wealth Management's 13F filing for Q4 2020, filed 26 Jan 2021.