Sterling Investment Advisors (Pennsylvania)’s Vanguard Industrials ETF VIS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-211	Closed	-$34K	–	505
2022 Q2	$34K	Hold	211	–	–	0.01%	267
2022 Q1	$41K	Hold	211	–	–	0.01%	272
2021 Q4	$43K	Hold	211	–	–	0.01%	271
2021 Q3	$40K	Hold	211	–	–	0.01%	276
2021 Q2	$41K	Hold	211	–	–	0.01%	280
2021 Q1	$40K	Hold	211	–	–	0.01%	258
2020 Q4	$36K	Hold	211	–	–	0.01%	254
2020 Q3	$31K	Hold	211	–	–	0.01%	257
2020 Q2	$27K	Hold	211	–	–	0.01%	267
2020 Q1	$23K	Hold	211	–	–	0.01%	255
2019 Q4	$32K	Hold	211	–	–	0.01%	252
2019 Q3	$31K	Hold	211	–	–	0.02%	254
2019 Q2	$31K	Buy	+211	New	+$30.1K	0.02%	257

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s VIS Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Vanguard Industrials ETF (VIS) in Q3 2022, closing a stake of 211 shares — an estimated $34K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in VIS in Q2 2019 and held it in 13 quarters. The position peaked at $43K in Q4 2021. 342 funds tracked by Wall St. Rank hold VIS as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Vanguard Industrials ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 211 Vanguard Industrials ETF shares in Q3 2022, an estimated $34K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Industrials ETF in Q2 2019 and held it in 13 quarters.
Sterling Investment Advisors (Pennsylvania)'s Vanguard Industrials ETF position peaked at $43K in Q4 2021.
342 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.