Wagner Wealth Management (South Carolina)’s Vanguard Industrials ETF VIS Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q2	–	Sell	-550	Closed	-$106K	–	728
2022 Q1	$106K	Buy	550 +275	+100%	+$52.9K	0.07%	140
2021 Q4	$56K	Hold	275	–	–	0.04%	239
2021 Q3	$55K	Hold	275	–	–	0.04%	236
2021 Q2	$54K	Hold	275	–	–	0.04%	243
2021 Q1	$52K	Hold	275	–	–	0.04%	226
2020 Q4	$47K	Buy	+275	New	+$44K	0.04%	142
2018 Q3	$63K	Hold	425	–	–	0.04%	236
2018 Q2	$58K	Buy	+425	New	+$59.3K	0.04%	224

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VIS Position: Q2 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Vanguard Industrials ETF (VIS) in Q2 2022, closing a stake of 550 shares — an estimated $106K sold.

Wagner Wealth Management (South Carolina) first reported a position in VIS in Q2 2018 and held it in 8 quarters. The position peaked at $106K in Q1 2022. 356 funds tracked by Wall St. Rank hold VIS as of Q2 2022.

Wagner Wealth Management (South Carolina) reported no remaining Vanguard Industrials ETF position as of Q2 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 550 Vanguard Industrials ETF shares in Q2 2022, an estimated $106K.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard Industrials ETF in Q2 2018 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s Vanguard Industrials ETF position peaked at $106K in Q1 2022.
356 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2022, filed 11 Aug 2022.