Patten Group’s Vanguard Industrials ETF VIS Stock Holding History

Patten 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
2019 Q1	–	Sell	-24	Closed	-$3K	–	524
2018 Q4	$3K	Buy	+24	New	+$3.18K	﹤0.01%	522

Other funds holding VIS

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 San Francisco, California $530B AUM 22.01% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Patten Group's VIS Position: Q1 2019 in Review

Patten Group sold out of Vanguard Industrials ETF (VIS) in Q1 2019, closing a stake of 24 shares — an estimated $3K sold.

Patten Group first reported a position in VIS in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 221 funds tracked by Wall St. Rank hold VIS as of Q1 2019.

Patten Group reported no remaining Vanguard Industrials ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 24 Vanguard Industrials ETF shares in Q1 2019, an estimated $3K.
Patten Group first reported a position in Vanguard Industrials ETF in Q4 2018 and held it in 1 quarter.
Patten Group's Vanguard Industrials ETF position peaked at $3K in Q4 2018.
221 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.