Patriot Financial Group Insurance Agency’s Vanguard Industrials ETF VIS Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-40	Closed	-$6K	–	1893
2022 Q2	$6K	Hold	40	–	–	﹤0.01%	1445
2022 Q1	$8K	Buy	40 +1	+3%	+$192	﹤0.01%	1466
2021 Q4	$8K	Sell	39 -130	-77%	-$26K	﹤0.01%	1581
2021 Q3	$32K	Buy	169 +30	+22%	+$5.88K	0.01%	1026
2021 Q2	$27K	Sell	139 -87	-38%	-$17.1K	﹤0.01%	1065
2021 Q1	$43K	Buy	226 +39	+21%	+$6.94K	0.01%	818
2020 Q4	$32K	Buy	187 +71	+61%	+$11.4K	0.01%	836
2020 Q3	$17K	Sell	116 -15	-11%	-$2.12K	0.01%	869
2020 Q2	$17K	Buy	131 +39	+42%	+$4.76K	0.01%	807
2020 Q1	$10K	Buy	+92	New	+$13K	﹤0.01%	869

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VIS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Industrials ETF (VIS) in Q3 2022, closing a stake of 40 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in VIS in Q1 2020 and held it in 10 quarters. The position peaked at $43K in Q1 2021. 342 funds tracked by Wall St. Rank hold VIS as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Vanguard Industrials ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 40 Vanguard Industrials ETF shares in Q3 2022, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in Vanguard Industrials ETF in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Vanguard Industrials ETF position peaked at $43K in Q1 2021.
342 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.