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TRUE Private Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

TRUE Private 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
2018
Q4 		– Sell
-6,276
Closed -$927K – 881
2018
Q3 		$927K Buy
6,276
+1,469
+31% +$212K 0.13% 104
2018
Q2 		$655K Buy
+4,807
New +$671K 0.1% 131

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TRUE Private Wealth Advisors's VIS Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q4 2018, closing a stake of 6,276 shares — an estimated $927K sold.

TRUE Private Wealth Advisors first reported a position in VIS in Q2 2018 and held it in 2 quarters. The position peaked at $927K in Q3 2018. 213 funds tracked by Wall St. Rank hold VIS as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 6,276 Vanguard Industrials ETF shares in Q4 2018, an estimated $927K.
  • TRUE Private Wealth Advisors first reported a position in Vanguard Industrials ETF in Q2 2018 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Vanguard Industrials ETF position peaked at $927K in Q3 2018.
  • 213 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.