RPg Family Wealth Advisory’s Vanguard Industrials ETF VIS Stock Holding History

RPg Family Wealth Advisory’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
2022 Q2	–	Sell	-58	Closed	-$11.3K	–	318
2022 Q1	$11.3K	Hold	58	–	–	﹤0.01%	250
2021 Q4	$11.8K	Hold	58	–	–	﹤0.01%	258
2021 Q3	$10.9K	Hold	58	–	–	﹤0.01%	272
2021 Q2	$11.4K	Buy	+58	New	+$11.4K	﹤0.01%	265
2019 Q2	–	Sell	-136	Closed	-$19K	–	301
2019 Q1	$19K	Buy	+136	New	+$18.4K	0.01%	231
2018 Q3	–	Sell	-120	Closed	-$16.3K	–	275
2018 Q2	$16.3K	Buy	+120	New	+$16.7K	0.01%	185

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

RPg Family Wealth Advisory's VIS Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Vanguard Industrials ETF (VIS) in Q2 2022, closing a stake of 58 shares — an estimated $11.3K sold.

RPg Family Wealth Advisory first reported a position in VIS in Q2 2018 and held it in 6 quarters. The position peaked at $19K in Q1 2019. 356 funds tracked by Wall St. Rank hold VIS as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Vanguard Industrials ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 58 Vanguard Industrials ETF shares in Q2 2022, an estimated $11.3K.
RPg Family Wealth Advisory first reported a position in Vanguard Industrials ETF in Q2 2018 and held it in 6 quarters.
RPg Family Wealth Advisory's Vanguard Industrials ETF position peaked at $19K in Q1 2019.
356 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.