McKinley Carter Wealth Services’s Vanguard Industrials ETF VIS Stock Holding History

McKinley Carter Wealth Services’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
2018 Q2	–	Sell	-72	Closed	-$10K	–	375
2018 Q1	$10K	Buy	+72	New	+$10.4K	﹤0.01%	378

Other funds holding VIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

McKinley Carter Wealth Services's VIS Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Vanguard Industrials ETF (VIS) in Q2 2018, closing a stake of 72 shares — an estimated $10K sold.

McKinley Carter Wealth Services first reported a position in VIS in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 201 funds tracked by Wall St. Rank hold VIS as of Q2 2018.

McKinley Carter Wealth Services reported no remaining Vanguard Industrials ETF position as of Q2 2018 after selling out during the quarter.
McKinley Carter Wealth Services sold 72 Vanguard Industrials ETF shares in Q2 2018, an estimated $10K.
McKinley Carter Wealth Services first reported a position in Vanguard Industrials ETF in Q1 2018 and held it in 1 quarter.
McKinley Carter Wealth Services's Vanguard Industrials ETF position peaked at $10K in Q1 2018.
201 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.