Sowell Financial Services’s Vanguard Industrials ETF VIS Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-223	Closed	-$44K	–	2662
2021 Q1	$44K	Buy	223 +191	+597%	+$34K	﹤0.01%	1714
2020 Q4	$5K	Buy	32 +11	+52%	+$1.76K	﹤0.01%	2296
2020 Q3	$3K	Sell	21 -339	-94%	-$47.8K	﹤0.01%	2166
2020 Q2	$47K	Buy	360 +339	+1,614%	+$41.4K	﹤0.01%	1179
2020 Q1	$2K	Hold	21	–	–	﹤0.01%	2134
2019 Q4	$3K	Sell	21 -37	-64%	-$5.57K	﹤0.01%	2109
2019 Q3	$8K	Buy	+58	New	+$8.38K	﹤0.01%	1614

Other funds holding VIS

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

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

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

Sowell Financial Services's VIS Position: Q2 2021 in Review

Sowell Financial Services sold out of Vanguard Industrials ETF (VIS) in Q2 2021, closing a stake of 223 shares — an estimated $44K sold.

Sowell Financial Services first reported a position in VIS in Q3 2019 and held it in 7 quarters. The position peaked at $47K in Q2 2020. 328 funds tracked by Wall St. Rank hold VIS as of Q2 2021.

Sowell Financial Services reported no remaining Vanguard Industrials ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 223 Vanguard Industrials ETF shares in Q2 2021, an estimated $44K.
Sowell Financial Services first reported a position in Vanguard Industrials ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Vanguard Industrials ETF position peaked at $47K in Q2 2020.
328 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.