SFSIG
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San Francisco Sentry Investment Group’s Vanguard Industrials ETF VIS Stock Holding History

San Francisco Sentry Investment 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
-100
Closed -$12K – 1065
2018
Q4 		$12K Hold
100
– – 0.01% 545
2018
Q3 		$15K Hold
100
– – 0.01% 541
2018
Q2 		$14K Hold
100
– – 0.01% 540
2018
Q1 		$14K Hold
100
– – ﹤0.01% 648
2017
Q4 		$14K Hold
100
– – ﹤0.01% 633
2017
Q3 		$13K Buy
+100
New +$12.9K ﹤0.01% 618
2014
Q4 		– Sell
-50
Closed -$5K – 441
2014
Q3 		$5K Sell
50
-50
-50% -$5.16K ﹤0.01% 541
2014
Q2 		$10K Hold
100
– – ﹤0.01% 487
2014
Q1 		$10K Hold
100
– – ﹤0.01% 528
2013
Q4 		$10K Hold
100
– – ﹤0.01% 503
2013
Q3 		$9K Hold
100
– – ﹤0.01% 493
2013
Q2 		$8K Buy
+100
New +$8.08K ﹤0.01% 506

Other funds holding VIS

Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
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 $1.19B AUM 17.95% 1-Year Est. Return