NWAM LLC’s Vanguard Industrials ETF VIS Stock Holding History

NWAM LLC’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
2021 Q3	–	Sell	-1,496	Closed	-$294K	–	520
2021 Q2	$294K	Buy	+1,496	New	+$294K	0.03%	382

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NWAM LLC's VIS Position: Q3 2021 in Review

NWAM LLC sold out of Vanguard Industrials ETF (VIS) in Q3 2021, closing a stake of 1,496 shares — an estimated $294K sold.

NWAM LLC first reported a position in VIS in Q2 2021 and held it in 1 quarter. The position peaked at $294K in Q2 2021. 332 funds tracked by Wall St. Rank hold VIS as of Q3 2021.

NWAM LLC reported no remaining Vanguard Industrials ETF position as of Q3 2021 after selling out during the quarter.
NWAM LLC sold 1,496 Vanguard Industrials ETF shares in Q3 2021, an estimated $294K.
NWAM LLC first reported a position in Vanguard Industrials ETF in Q2 2021 and held it in 1 quarter.
NWAM LLC's Vanguard Industrials ETF position peaked at $294K in Q2 2021.
332 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2021.

Based on NWAM LLC's 13F filing for Q3 2021, filed 3 Nov 2021.