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

Jeppson 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
-100
Closed -$14K – 443
2020
Q3 		$14K Buy
+100
New +$14.1K 0.01% 364

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Jeppson Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q4 2020, closing a stake of 100 shares — an estimated $14K sold.

Jeppson Wealth Management first reported a position in VIS in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 293 funds tracked by Wall St. Rank hold VIS as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Vanguard Industrials ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 100 Vanguard Industrials ETF shares in Q4 2020, an estimated $14K.
  • Jeppson Wealth Management first reported a position in Vanguard Industrials ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Vanguard Industrials ETF position peaked at $14K in Q3 2020.
  • 293 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.