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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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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. 202 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.
  • 202 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.