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WFG Advisors’s Vanguard Industrials ETF VIS Stock Holding History

WFG 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
2017
Q2 		$15K Buy
119
+31
+35% +$3.91K ﹤0.01% 1030
2017
Q1 		$11K Buy
88
+80
+1,000% +$9.84K ﹤0.01% 1051
2016
Q4 		$1K Hold
8
– – ﹤0.01% 1514
2016
Q3 		$1K Hold
8
– – ﹤0.01% 1510
2016
Q2 		$1K Hold
8
– – ﹤0.01% 1503
2016
Q1 		$1K Hold
8
– – ﹤0.01% 1463
2015
Q4 		$1K Hold
8
– – ﹤0.01% 1500
2015
Q3 		$1K Hold
8
– – ﹤0.01% 1532
2015
Q2 		$1K Hold
8
– – ﹤0.01% 1596
2015
Q1 		$1K Sell
8
-42
-84% -$4.47K ﹤0.01% 1671
2014
Q4 		$5K Buy
50
+13
+35% +$1.36K ﹤0.01% 1652
2014
Q3 		$4K Sell
37
-29
-44% -$2.99K ﹤0.01% 1739
2014
Q2 		$7K Hold
66
– – ﹤0.01% 1585
2014
Q1 		$7K Sell
66
-46
-41% -$4.54K ﹤0.01% 1557
2013
Q4 		$11K Sell
112
-26
-19% -$2.46K ﹤0.01% 1555
2013
Q3 		$12K Buy
+138
New +$12K ﹤0.01% 1467

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return