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Patriot Investment Management Group’s Vanguard Industrials ETF VIS Stock Holding History

Patriot Investment Management Group’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
2023
Q1 		– Sell
-105
Closed -$20.1K – 386
2022
Q4 		$20.1K Buy
+105
New +$18.8K ﹤0.01% 342
2020
Q3 		– Sell
-215
Closed -$27.9K – 630
2020
Q2 		$27.9K Buy
+215
New +$26.2K ﹤0.01% 387

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Patriot Investment Management Group's VIS Position: Q1 2023 in Review

Patriot Investment Management Group sold out of Vanguard Industrials ETF (VIS) in Q1 2023, closing a stake of 105 shares — an estimated $20.1K sold.

Patriot Investment Management Group first reported a position in VIS in Q2 2020 and held it in 2 quarters. The position peaked at $27.9K in Q2 2020. 388 funds tracked by Wall St. Rank hold VIS as of Q1 2023.

  • Patriot Investment Management Group reported no remaining Vanguard Industrials ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 105 Vanguard Industrials ETF shares in Q1 2023, an estimated $20.1K.
  • Patriot Investment Management Group first reported a position in Vanguard Industrials ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's Vanguard Industrials ETF position peaked at $27.9K in Q2 2020.
  • 388 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.