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Strategic Blueprint’s Vanguard Industrials ETF VIS Stock Holding History

Strategic Blueprint’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
Q3 		– Sell
-213
Closed -$42K – 1294
2021
Q2 		$42K Buy
+213
New +$41.9K 0.01% 663
2019
Q4 		– Sell
-305
Closed -$45K – 405
2019
Q3 		$45K Buy
+305
New +$44.1K 0.03% 165

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Strategic Blueprint's VIS Position: Q3 2021 in Review

Strategic Blueprint sold out of Vanguard Industrials ETF (VIS) in Q3 2021, closing a stake of 213 shares — an estimated $42K sold.

Strategic Blueprint first reported a position in VIS in Q3 2019 and held it in 2 quarters. The position peaked at $45K in Q3 2019. 332 funds tracked by Wall St. Rank hold VIS as of Q3 2021.

  • Strategic Blueprint reported no remaining Vanguard Industrials ETF position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 213 Vanguard Industrials ETF shares in Q3 2021, an estimated $42K.
  • Strategic Blueprint first reported a position in Vanguard Industrials ETF in Q3 2019 and held it in 2 quarters.
  • Strategic Blueprint's Vanguard Industrials ETF position peaked at $45K in Q3 2019.
  • 332 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.