SeaCrest Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-405	Closed	-$66K	–	1493
2022 Q2	$66K	Buy	+405	New	+$71.7K	0.01%	1016
2019 Q2	–	Sell	-102	Closed	-$14K	–	1796
2019 Q1	$14K	Sell	102 -11	-10%	-$1.49K	﹤0.01%	1427
2018 Q4	$14K	Sell	113 -29	-20%	-$3.85K	﹤0.01%	1389
2018 Q3	$21K	Hold	142	–	–	﹤0.01%	1360
2018 Q2	$19K	Sell	142 -50	-26%	-$6.98K	﹤0.01%	1389
2018 Q1	$27K	Hold	192	–	–	0.01%	1207
2017 Q4	$27K	Buy	+192	New	+$26.3K	﹤0.01%	1216

Other funds holding VIS

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

SeaCrest Wealth Management's VIS Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q3 2022, closing a stake of 405 shares — an estimated $66K sold.

SeaCrest Wealth Management first reported a position in VIS in Q4 2017 and held it in 7 quarters. The position peaked at $66K in Q2 2022. 342 funds tracked by Wall St. Rank hold VIS as of Q3 2022.

SeaCrest Wealth Management reported no remaining Vanguard Industrials ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 405 Vanguard Industrials ETF shares in Q3 2022, an estimated $66K.
SeaCrest Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Vanguard Industrials ETF position peaked at $66K in Q2 2022.
342 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.