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WealthPLAN Partners’s Vanguard Industrials ETF VIS Stock Holding History

WealthPLAN Partners’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
2015
Q2 		– Sell
-642
Closed -$69K – 512
2015
Q1 		$69K Buy
+642
New +$68.4K 0.03% 209

Other funds holding VIS

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

WealthPLAN Partners's VIS Position: Q2 2015 in Review

WealthPLAN Partners sold out of Vanguard Industrials ETF (VIS) in Q2 2015, closing a stake of 642 shares — an estimated $69K sold.

WealthPLAN Partners first reported a position in VIS in Q1 2015 and held it in 1 quarter. The position peaked at $69K in Q1 2015. 101 funds tracked by Wall St. Rank hold VIS as of Q2 2015.

  • WealthPLAN Partners reported no remaining Vanguard Industrials ETF position as of Q2 2015 after selling out during the quarter.
  • WealthPLAN Partners sold 642 Vanguard Industrials ETF shares in Q2 2015, an estimated $69K.
  • WealthPLAN Partners first reported a position in Vanguard Industrials ETF in Q1 2015 and held it in 1 quarter.
  • WealthPLAN Partners's Vanguard Industrials ETF position peaked at $69K in Q1 2015.
  • 101 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2015.

Based on WealthPLAN Partners's 13F filing for Q2 2015, filed 10 Aug 2015.