PAG
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Pinnacle Advisory Group’s Vanguard Industrials ETF VIS Stock Holding History

Pinnacle Advisory 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
2020
Q4 		– Sell
-4,484
Closed -$649K – 185
2020
Q3 		$649K Buy
+4,484
New +$632K 0.04% 111
2020
Q2 		– Sell
-2,708
Closed -$299K – 172
2020
Q1 		$299K Buy
+2,708
New +$384K 0.03% 129

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Pinnacle Advisory Group's VIS Position: Q4 2020 in Review

Pinnacle Advisory Group sold out of Vanguard Industrials ETF (VIS) in Q4 2020, closing a stake of 4,484 shares — an estimated $649K sold.

Pinnacle Advisory Group first reported a position in VIS in Q1 2020 and held it in 2 quarters. The position peaked at $649K in Q3 2020. 293 funds tracked by Wall St. Rank hold VIS as of Q4 2020.

  • Pinnacle Advisory Group reported no remaining Vanguard Industrials ETF position as of Q4 2020 after selling out during the quarter.
  • Pinnacle Advisory Group sold 4,484 Vanguard Industrials ETF shares in Q4 2020, an estimated $649K.
  • Pinnacle Advisory Group first reported a position in Vanguard Industrials ETF in Q1 2020 and held it in 2 quarters.
  • Pinnacle Advisory Group's Vanguard Industrials ETF position peaked at $649K in Q3 2020.
  • 293 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2020.

Based on Pinnacle Advisory Group's 13F filing for Q4 2020, filed 9 Feb 2021.