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Legacy Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Legacy Advisors’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
Q3 		– Sell
-135
Closed -$20K – 319
2019
Q2 		$20K Hold
135
– – 0.01% 261
2019
Q1 		$19K Buy
+135
New +$18.3K 0.01% 287

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Advisors's VIS Position: Q3 2019 in Review

Legacy Advisors sold out of Vanguard Industrials ETF (VIS) in Q3 2019, closing a stake of 135 shares — an estimated $20K sold.

Legacy Advisors first reported a position in VIS in Q1 2019 and held it in 2 quarters. The position peaked at $20K in Q2 2019. 209 funds tracked by Wall St. Rank hold VIS as of Q3 2019.

  • Legacy Advisors reported no remaining Vanguard Industrials ETF position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 135 Vanguard Industrials ETF shares in Q3 2019, an estimated $20K.
  • Legacy Advisors first reported a position in Vanguard Industrials ETF in Q1 2019 and held it in 2 quarters.
  • Legacy Advisors's Vanguard Industrials ETF position peaked at $20K in Q2 2019.
  • 209 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.