Wealthspire Advisors (Maryland)’s Vanguard Industrials ETF VIS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-28	Closed	-$4K	–	1989
2019 Q1	$4K	Hold	28	–	–	﹤0.01%	1939
2018 Q4	$3K	Hold	28	–	–	﹤0.01%	2000
2018 Q3	$4K	Hold	28	–	–	﹤0.01%	1944
2018 Q2	$4K	Hold	28	–	–	﹤0.01%	1914
2018 Q1	$4K	Sell	28 -32	-53%	-$4.61K	﹤0.01%	1939
2017 Q4	$9K	Buy	60 +32	+114%	+$4.39K	﹤0.01%	1640
2017 Q3	$4K	Hold	28	–	–	﹤0.01%	1873
2017 Q2	$4K	Buy	+28	New	+$3.54K	﹤0.01%	1851
2017 Q1	–	Sell	-25	Closed	-$3K	–	2021
2016 Q4	$3K	Hold	25	–	–	﹤0.01%	1496
2016 Q3	$3K	Hold	25	–	–	﹤0.01%	1500
2016 Q2	$3K	Sell	25 -43	-63%	-$4.54K	﹤0.01%	1454
2016 Q1	$7K	Hold	68	–	–	﹤0.01%	1268
2015 Q4	$7K	Buy	+68	New	+$6.95K	﹤0.01%	1283

Other funds holding VIS

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VIS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Industrials ETF (VIS) in Q2 2019, closing a stake of 28 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in VIS in Q4 2015 and held it in 13 quarters. The position peaked at $9K in Q4 2017. 216 funds tracked by Wall St. Rank hold VIS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vanguard Industrials ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 28 Vanguard Industrials ETF shares in Q2 2019, an estimated $4K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Industrials ETF in Q4 2015 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s Vanguard Industrials ETF position peaked at $9K in Q4 2017.
216 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.