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	0.06%	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	0.07%	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	0.1%	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 Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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 San Diego, California $445B AUM 25.58% 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

SteelPeak Wealth's VIS Position: Q2 2022 in Review

SteelPeak Wealth sold out of Vanguard Industrials ETF (VIS) in Q2 2022, closing a stake of 5,661 shares — an estimated $1.1M sold.

SteelPeak Wealth first reported a position in VIS in Q4 2019 and held it in 10 quarters. The position peaked at $1.29M in Q2 2021. 356 funds tracked by Wall St. Rank hold VIS as of Q2 2022.

SteelPeak Wealth reported no remaining Vanguard Industrials ETF position as of Q2 2022 after selling out during the quarter.
SteelPeak Wealth sold 5,661 Vanguard Industrials ETF shares in Q2 2022, an estimated $1.1M.
SteelPeak Wealth first reported a position in Vanguard Industrials ETF in Q4 2019 and held it in 10 quarters.
SteelPeak Wealth's Vanguard Industrials ETF position peaked at $1.29M in Q2 2021.
356 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2022.

Based on SteelPeak Wealth's 13F filing for Q2 2022, filed 2 Aug 2022.