NFG
VIS icon

NewFocus Financial Group’s Vanguard Industrials ETF VIS Stock Holding History

NewFocus Financial Group’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
-12,193
Closed -$1.88M – 110
2019
Q4 		$1.88M Sell
12,193
-92
-0.7% -$13.8K 0.73% 39
2019
Q3 		$1.79M Sell
12,285
-1
-0% -$144 0.79% 40
2019
Q2 		$1.79M Buy
12,286
+797
+7% +$114K 0.83% 37
2019
Q1 		$1.61M Buy
11,489
+1,236
+12% +$167K 0.8% 36
2018
Q4 		$1.24M Sell
10,253
-2,989
-23% -$396K 0.73% 39
2018
Q3 		$1.96M Buy
13,242
+1,649
+14% +$238K 1.06% 31
2018
Q2 		$1.57M Buy
11,593
+1,210
+12% +$169K 0.95% 34
2018
Q1 		$1.44M Buy
+10,383
New +$1.5M 0.91% 37

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