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Principle Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History

Principle Wealth Partners’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
Q3 		– Sell
-36
Closed -$5K – 419
2020
Q2 		$5K Buy
+36
New +$4.39K ﹤0.01% 440

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principle Wealth Partners's VIS Position: Q3 2020 in Review

Principle Wealth Partners sold out of Vanguard Industrials ETF (VIS) in Q3 2020, closing a stake of 36 shares — an estimated $5K sold.

Principle Wealth Partners first reported a position in VIS in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 249 funds tracked by Wall St. Rank hold VIS as of Q3 2020.

  • Principle Wealth Partners reported no remaining Vanguard Industrials ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 36 Vanguard Industrials ETF shares in Q3 2020, an estimated $5K.
  • Principle Wealth Partners first reported a position in Vanguard Industrials ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Vanguard Industrials ETF position peaked at $5K in Q2 2020.
  • 249 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.