SW
VIS icon

SteelPeak Wealth’s Vanguard Industrials ETF VIS Stock Holding History

SteelPeak Wealth’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
-5,661
Closed -$1.1M – 482
2022
Q1 		$1.1M Sell
5,661
-116
-2% -$22.3K 0.07% 177
2021
Q4 		$1.17M Sell
5,777
-119
-2% -$23.8K 0.07% 164
2021
Q3 		$1.11M Sell
5,896
-669
-10% -$131K 0.08% 158
2021
Q2 		$1.29M Sell
6,565
-245
-4% -$48.2K 0.09% 148
2021
Q1 		$1.29M Sell
6,810
-26
-0.4% -$4.63K 0.11% 134
2020
Q4 		$1.16M Buy
6,836
+23
+0.3% +$3.68K 0.11% 143
2020
Q3 		$986K Buy
6,813
+462
+7% +$65.2K 0.11% 140
2020
Q2 		$825K Buy
6,351
+185
+3% +$22.6K 0.1% 139
2020
Q1 		$680K Buy
6,166
+509
+9% +$72.2K 0.11% 126
2019
Q4 		$870K Buy
+5,657
New +$851K 0.12% 144

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return