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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WFG Advisors's VIS Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Industrials ETF (VIS) stake by 35% in Q2 2017, buying an estimated $3.91K and bringing the position to 119 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

WFG Advisors first reported a position in VIS in Q3 2013 and has held it in 16 quarters since. 163 funds tracked by Wall St. Rank hold VIS as of Q2 2017.

WFG Advisors held 119 shares of Vanguard Industrials ETF worth $15K as of Q2 2017.
WFG Advisors bought 31 Vanguard Industrials ETF shares in Q2 2017, an estimated $3.91K.
Vanguard Industrials ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1030 holding.
WFG Advisors first reported a position in Vanguard Industrials ETF in Q3 2013 and has held it in 16 quarters since.
163 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.