WFO
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Wealthgate Family Office’s Vanguard Industrials ETF VIS Stock Holding History

Wealthgate Family Office’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
-29
Closed -$5K – 60
2021
Q3 		$5K Buy
+29
New +$5.69K 0.01% 45

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ETC
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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

Wealthgate Family Office's VIS Position: Q4 2021 in Review

Wealthgate Family Office sold out of Vanguard Industrials ETF (VIS) in Q4 2021, closing a stake of 29 shares — an estimated $5K sold.

Wealthgate Family Office first reported a position in VIS in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 390 funds tracked by Wall St. Rank hold VIS as of Q4 2021.

  • Wealthgate Family Office reported no remaining Vanguard Industrials ETF position as of Q4 2021 after selling out during the quarter.
  • Wealthgate Family Office sold 29 Vanguard Industrials ETF shares in Q4 2021, an estimated $5K.
  • Wealthgate Family Office first reported a position in Vanguard Industrials ETF in Q3 2021 and held it in 1 quarter.
  • Wealthgate Family Office's Vanguard Industrials ETF position peaked at $5K in Q3 2021.
  • 390 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2021.

Based on Wealthgate Family Office's 13F filing for Q4 2021, filed 14 Feb 2022.