Stratos Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Stratos Wealth Advisors’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
2020 Q2	–	Sell	-479	Closed	-$53K	–	370
2020 Q1	$53K	Buy	+479	New	+$67.9K	0.04%	188
2019 Q4	–	Sell	-13,050	Closed	-$1.91M	–	242
2019 Q3	$1.91M	Buy	13,050 +7,649	+142%	+$1.11M	0.73%	29
2019 Q2	$787K	Buy	5,401 +13	+0.2%	+$1.85K	0.31%	77
2019 Q1	$754K	Sell	5,388 -1,324	-20%	-$179K	0.41%	64
2018 Q4	$808K	Buy	+6,712	New	+$890K	0.54%	54

Other funds holding VIS

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Stratos Wealth Advisors's VIS Position: Q2 2020 in Review

Stratos Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q2 2020, closing a stake of 479 shares — an estimated $53K sold.

Stratos Wealth Advisors first reported a position in VIS in Q4 2018 and held it in 5 quarters. The position peaked at $1.91M in Q3 2019. 231 funds tracked by Wall St. Rank hold VIS as of Q2 2020.

Stratos Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q2 2020 after selling out during the quarter.
Stratos Wealth Advisors sold 479 Vanguard Industrials ETF shares in Q2 2020, an estimated $53K.
Stratos Wealth Advisors first reported a position in Vanguard Industrials ETF in Q4 2018 and held it in 5 quarters.
Stratos Wealth Advisors's Vanguard Industrials ETF position peaked at $1.91M in Q3 2019.
231 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2020.

Based on Stratos Wealth Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.