LWM
VIS icon

Liberty Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Liberty 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
2021
Q4 		– Sell
-273
Closed -$51K – 1067
2021
Q3 		$51K Sell
273
-99
-27% -$19.4K 0.02% 423
2021
Q2 		$54K Buy
372
+101
+37% +$19.9K 0.02% 305
2021
Q1 		$45K Hold
271
– – 0.02% 298
2020
Q4 		$45K Sell
271
-50
-16% -$8K 0.02% 295
2020
Q3 		$46K Buy
321
+1
+0.3% +$141 0.03% 246
2020
Q2 		$42K Buy
320
+1
+0.3% +$122 0.03% 249
2020
Q1 		$35K Buy
319
+1
+0.3% +$142 0.03% 259
2019
Q4 		$49K Buy
318
+3
+1% +$451 0.04% 251
2019
Q3 		$46K Hold
315
– – 0.04% 241
2019
Q2 		$46K Hold
315
– – 0.04% 259
2019
Q1 		$44K Buy
315
+2
+0.6% +$271 0.03% 217
2018
Q4 		$37K Buy
+313
New +$41.5K 0.03% 222

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return