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Northeast Financial Consultants’s Vanguard Industrials ETF VIS Stock Holding History

Northeast Financial Consultants’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
-1,300
Closed -$200K – 309
2019
Q4 		$200K Buy
+1,300
New +$196K 0.02% 293

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Wells Fargo
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $666B 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 $432B 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 $1.32B AUM 20.76% 1-Year Est. Return

Northeast Financial Consultants's VIS Position: Q1 2020 in Review

Northeast Financial Consultants sold out of Vanguard Industrials ETF (VIS) in Q1 2020, closing a stake of 1,300 shares — an estimated $200K sold.

Northeast Financial Consultants first reported a position in VIS in Q4 2019 and held it in 1 quarter. The position peaked at $200K in Q4 2019. 225 funds tracked by Wall St. Rank hold VIS as of Q1 2020.

  • Northeast Financial Consultants reported no remaining Vanguard Industrials ETF position as of Q1 2020 after selling out during the quarter.
  • Northeast Financial Consultants sold 1,300 Vanguard Industrials ETF shares in Q1 2020, an estimated $200K.
  • Northeast Financial Consultants first reported a position in Vanguard Industrials ETF in Q4 2019 and held it in 1 quarter.
  • Northeast Financial Consultants's Vanguard Industrials ETF position peaked at $200K in Q4 2019.
  • 225 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2020.

Based on Northeast Financial Consultants's 13F filing for Q1 2020, filed 13 May 2020.