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Laurel Wealth Advisors (California)’s Vanguard Industrials ETF VIS Stock Holding History

Laurel Wealth Advisors (California)’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
2019
Q4 		– Sell
-7,387
Closed -$1.08M – 493
2019
Q3 		$1.08M Buy
+7,387
New +$1.07M 0.18% 140

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 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

Laurel Wealth Advisors (California)'s VIS Position: Q4 2019 in Review

Laurel Wealth Advisors (California) sold out of Vanguard Industrials ETF (VIS) in Q4 2019, closing a stake of 7,387 shares — an estimated $1.08M sold.

Laurel Wealth Advisors (California) first reported a position in VIS in Q3 2019 and held it in 1 quarter. The position peaked at $1.08M in Q3 2019. 256 funds tracked by Wall St. Rank hold VIS as of Q4 2019.

  • Laurel Wealth Advisors (California) reported no remaining Vanguard Industrials ETF position as of Q4 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 7,387 Vanguard Industrials ETF shares in Q4 2019, an estimated $1.08M.
  • Laurel Wealth Advisors (California) first reported a position in Vanguard Industrials ETF in Q3 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Vanguard Industrials ETF position peaked at $1.08M in Q3 2019.
  • 256 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2019, filed 13 Feb 2020.