West Paces Advisors’s Vanguard Industrials ETF VIS Stock Holding History

West Paces Advisors’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	-40	Closed	-$7.52K	–	632
2021 Q3	$7.52K	Hold	40	–	–	﹤0.01%	383
2021 Q2	$7.86K	Hold	40	–	–	﹤0.01%	381
2021 Q1	$7.57K	Hold	40	–	–	﹤0.01%	356
2020 Q4	$6.8K	Buy	+40	New	+$6.4K	﹤0.01%	343

Other funds holding VIS

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

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

West Paces Advisors's VIS Position: Q4 2021 in Review

West Paces Advisors sold out of Vanguard Industrials ETF (VIS) in Q4 2021, closing a stake of 40 shares — an estimated $7.52K sold.

West Paces Advisors first reported a position in VIS in Q4 2020 and held it in 4 quarters. The position peaked at $7.86K in Q2 2021. 390 funds tracked by Wall St. Rank hold VIS as of Q4 2021.

West Paces Advisors reported no remaining Vanguard Industrials ETF position as of Q4 2021 after selling out during the quarter.
West Paces Advisors sold 40 Vanguard Industrials ETF shares in Q4 2021, an estimated $7.52K.
West Paces Advisors first reported a position in Vanguard Industrials ETF in Q4 2020 and held it in 4 quarters.
West Paces Advisors's Vanguard Industrials ETF position peaked at $7.86K in Q2 2021.
390 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2021.

Based on West Paces Advisors's 13F filing for Q4 2021, filed 20 Dec 2023.