NWM
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Northwest Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Northwest Wealth Management’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
Q3 		– Sell
-300
Closed -$41K – 537
2018
Q2 		$41K Hold
300
– – 0.03% 230
2018
Q1 		$42K Buy
+300
New +$43.2K 0.03% 232

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwest Wealth Management's VIS Position: Q3 2018 in Review

Northwest Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q3 2018, closing a stake of 300 shares — an estimated $41K sold.

Northwest Wealth Management first reported a position in VIS in Q1 2018 and held it in 2 quarters. The position peaked at $42K in Q1 2018. 207 funds tracked by Wall St. Rank hold VIS as of Q3 2018.

  • Northwest Wealth Management reported no remaining Vanguard Industrials ETF position as of Q3 2018 after selling out during the quarter.
  • Northwest Wealth Management sold 300 Vanguard Industrials ETF shares in Q3 2018, an estimated $41K.
  • Northwest Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2018 and held it in 2 quarters.
  • Northwest Wealth Management's Vanguard Industrials ETF position peaked at $42K in Q1 2018.
  • 207 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2018.

Based on Northwest Wealth Management's 13F filing for Q3 2018, filed 11 Oct 2018.