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Milestone Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Milestone Wealth’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
2022
Q3 		$43K Hold
274
– – 0.05% 119
2022
Q2 		$45K Hold
274
– – 0.05% 116
2022
Q1 		$56K Hold
274
– – 0.05% 123
2021
Q4 		$56K Buy
+274
New +$54.8K 0.04% 123

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Milestone Wealth's VIS Position: Q3 2022 in Review

Milestone Wealth held its Vanguard Industrials ETF (VIS) position steady in Q3 2022 at 274 shares worth $43K. The position accounts for 0.05% of the portfolio, ranked #119.

Milestone Wealth first reported a position in VIS in Q4 2021 and has held it in 4 quarters since. The position peaked at $56K in Q1 2022. 342 funds tracked by Wall St. Rank hold VIS as of Q3 2022.

  • Milestone Wealth held 274 shares of Vanguard Industrials ETF worth $43K as of Q3 2022.
  • Milestone Wealth left its Vanguard Industrials ETF share count unchanged in Q3 2022.
  • Vanguard Industrials ETF made up 0.05% of Milestone Wealth's portfolio in Q3 2022, its #119 holding.
  • Milestone Wealth first reported a position in Vanguard Industrials ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard Industrials ETF position peaked at $56K in Q1 2022.
  • 342 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.