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Osborn Williams & Donohoe’s Vanguard Industrials ETF VIS Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-45
Closed -$6K – 650
2019
Q1 		$6K Buy
+45
New +$6.09K ﹤0.01% 674

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 $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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Osborn Williams & Donohoe's VIS Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Vanguard Industrials ETF (VIS) in Q2 2019, closing a stake of 45 shares — an estimated $6K sold.

Osborn Williams & Donohoe first reported a position in VIS in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 216 funds tracked by Wall St. Rank hold VIS as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Vanguard Industrials ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 45 Vanguard Industrials ETF shares in Q2 2019, an estimated $6K.
  • Osborn Williams & Donohoe first reported a position in Vanguard Industrials ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Vanguard Industrials ETF position peaked at $6K in Q1 2019.
  • 216 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.