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Prestige Wealth Management Group’s Vanguard Industrials ETF VIS Stock Holding History

Prestige Wealth 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
2020
Q2 		– Sell
-100
Closed -$11K – 965
2020
Q1 		$11K Hold
100
– – ﹤0.01% 374
2019
Q4 		$15K Hold
100
– – 0.01% 318
2019
Q3 		$15K Sell
100
-55
-35% -$7.95K 0.01% 309
2019
Q2 		$23K Hold
155
– – 0.01% 260
2019
Q1 		$22K Hold
155
– – 0.01% 267
2018
Q4 		$19K Buy
+155
New +$20.6K 0.01% 320

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 $1.59B AUM 11.62% 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 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Prestige Wealth Management Group's VIS Position: Q2 2020 in Review

Prestige Wealth Management Group sold out of Vanguard Industrials ETF (VIS) in Q2 2020, closing a stake of 100 shares — an estimated $11K sold.

Prestige Wealth Management Group first reported a position in VIS in Q4 2018 and held it in 6 quarters. The position peaked at $23K in Q2 2019. 231 funds tracked by Wall St. Rank hold VIS as of Q2 2020.

  • Prestige Wealth Management Group reported no remaining Vanguard Industrials ETF position as of Q2 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 100 Vanguard Industrials ETF shares in Q2 2020, an estimated $11K.
  • Prestige Wealth Management Group first reported a position in Vanguard Industrials ETF in Q4 2018 and held it in 6 quarters.
  • Prestige Wealth Management Group's Vanguard Industrials ETF position peaked at $23K in Q2 2019.
  • 231 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2020.

Based on Prestige Wealth Management Group's 13F filing for Q2 2020, filed 13 Aug 2020.