WP
VIS icon

WealthShield Partners’s Vanguard Industrials ETF VIS Stock Holding History

WealthShield 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
2020
Q4 		– Sell
-326
Closed -$47K – 422
2020
Q3 		$47K Buy
326
+56
+21% +$7.9K 0.02% 306
2020
Q2 		$35K Buy
+270
New +$33K 0.02% 262
2018
Q4 		– Sell
-35
Closed -$5K – 287
2018
Q3 		$5K Buy
+35
New +$5.04K ﹤0.01% 227

Other funds holding VIS

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WealthShield Partners's VIS Position: Q4 2020 in Review

WealthShield Partners sold out of Vanguard Industrials ETF (VIS) in Q4 2020, closing a stake of 326 shares — an estimated $47K sold.

WealthShield Partners first reported a position in VIS in Q3 2018 and held it in 3 quarters. The position peaked at $47K in Q3 2020. 293 funds tracked by Wall St. Rank hold VIS as of Q4 2020.

  • WealthShield Partners reported no remaining Vanguard Industrials ETF position as of Q4 2020 after selling out during the quarter.
  • WealthShield Partners sold 326 Vanguard Industrials ETF shares in Q4 2020, an estimated $47K.
  • WealthShield Partners first reported a position in Vanguard Industrials ETF in Q3 2018 and held it in 3 quarters.
  • WealthShield Partners's Vanguard Industrials ETF position peaked at $47K in Q3 2020.
  • 293 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2020.

Based on WealthShield Partners's 13F filing for Q4 2020, filed 16 Feb 2021.