Vickerman & Driscoll Financial Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Vickerman & Driscoll Financial 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	-546	Closed	-$81K	–	109
2018 Q3	$81K	Hold	546	–	–	0.06%	76
2018 Q2	$74K	Sell	546 -241	-31%	-$33.6K	0.05%	77
2018 Q1	$109K	Buy	787 +68	+9%	+$9.8K	0.08%	76
2017 Q4	$102K	Buy	+719	New	+$98.6K	0.08%	71

Other funds holding VIS

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Vickerman & Driscoll Financial Advisors's VIS Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of Vanguard Industrials ETF (VIS) in Q4 2018, closing a stake of 546 shares — an estimated $81K sold.

Vickerman & Driscoll Financial Advisors first reported a position in VIS in Q4 2017 and held it in 4 quarters. The position peaked at $109K in Q1 2018. 213 funds tracked by Wall St. Rank hold VIS as of Q4 2018.

Vickerman & Driscoll Financial Advisors reported no remaining Vanguard Industrials ETF position as of Q4 2018 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 546 Vanguard Industrials ETF shares in Q4 2018, an estimated $81K.
Vickerman & Driscoll Financial Advisors first reported a position in Vanguard Industrials ETF in Q4 2017 and held it in 4 quarters.
Vickerman & Driscoll Financial Advisors's Vanguard Industrials ETF position peaked at $109K in Q1 2018.
213 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.