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Sandy Cove Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Sandy Cove Advisors’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
-197
Closed -$38K – 376
2022
Q1 		$38K Hold
197
– – 0.03% 227
2021
Q4 		$40K Buy
+197
New +$39.4K 0.03% 217

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Sandy Cove Advisors's VIS Position: Q2 2022 in Review

Sandy Cove Advisors sold out of Vanguard Industrials ETF (VIS) in Q2 2022, closing a stake of 197 shares — an estimated $38K sold.

Sandy Cove Advisors first reported a position in VIS in Q4 2021 and held it in 2 quarters. The position peaked at $40K in Q4 2021. 356 funds tracked by Wall St. Rank hold VIS as of Q2 2022.

  • Sandy Cove Advisors reported no remaining Vanguard Industrials ETF position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 197 Vanguard Industrials ETF shares in Q2 2022, an estimated $38K.
  • Sandy Cove Advisors first reported a position in Vanguard Industrials ETF in Q4 2021 and held it in 2 quarters.
  • Sandy Cove Advisors's Vanguard Industrials ETF position peaked at $40K in Q4 2021.
  • 356 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.