MWP
VIS icon

MYCIO Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-158
Closed -$24K – 381
2019
Q4 		$24K Hold
158
– – ﹤0.01% 424
2019
Q3 		$23K Hold
158
– – ﹤0.01% 402
2019
Q2 		$23K Buy
+158
New +$22.5K ﹤0.01% 369
2015
Q2 		– Sell
-726
Closed -$78K – 752
2015
Q1 		$78K Hold
726
– – 0.02% 241
2014
Q4 		$78K Buy
726
+11
+2% +$1.15K 0.02% 223
2014
Q3 		$73K Hold
715
– – 0.02% 218
2014
Q2 		$75K Buy
715
+133
+23% +$13.6K 0.02% 224
2014
Q1 		$59K Buy
582
+204
+54% +$20.1K 0.01% 240
2013
Q4 		$38K Buy
+378
New +$35.8K 0.01% 280

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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return