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TD Capital Management’s Vanguard Industrials ETF VIS Stock Holding History

TD Capital Management’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
Q4 		– Sell
-13
Closed -$2K – 400
2021
Q3 		$2K Buy
+13
New +$2.55K ﹤0.01% 337
2020
Q3 		– Sell
-46
Closed -$6K – 289
2020
Q2 		$6K Buy
+46
New +$5.61K ﹤0.01% 190
2017
Q4 		– Sell
-40
Closed -$5K – 265
2017
Q3 		$5K Buy
+40
New +$5.18K ﹤0.01% 188

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TD Capital Management's VIS Position: Q4 2021 in Review

TD Capital Management sold out of Vanguard Industrials ETF (VIS) in Q4 2021, closing a stake of 13 shares — an estimated $2K sold.

TD Capital Management first reported a position in VIS in Q3 2017 and held it in 3 quarters. The position peaked at $6K in Q2 2020. 390 funds tracked by Wall St. Rank hold VIS as of Q4 2021.

  • TD Capital Management reported no remaining Vanguard Industrials ETF position as of Q4 2021 after selling out during the quarter.
  • TD Capital Management sold 13 Vanguard Industrials ETF shares in Q4 2021, an estimated $2K.
  • TD Capital Management first reported a position in Vanguard Industrials ETF in Q3 2017 and held it in 3 quarters.
  • TD Capital Management's Vanguard Industrials ETF position peaked at $6K in Q2 2020.
  • 390 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2021.

Based on TD Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.