WA
VIS icon

Winfield Associates’s Vanguard Industrials ETF VIS Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-100
Closed -$15K – 645
2017
Q4 		$15K Hold
100
– – 0.01% 369
2017
Q3 		$13K Hold
100
– – 0.01% 385
2017
Q2 		$13K Hold
100
– – 0.01% 370
2017
Q1 		$12K Hold
100
– – 0.01% 369
2016
Q4 		$12K Hold
100
– – 0.01% 346
2016
Q3 		$11K Hold
100
– – 0.01% 331
2016
Q2 		$11K Hold
100
– – 0.01% 320
2016
Q1 		$11K Hold
100
– – 0.01% 312
2015
Q4 		$10K Hold
100
– – 0.01% 243
2015
Q3 		$9K Hold
100
– – 0.01% 249
2015
Q2 		$10K Hold
100
– – 0.01% 231
2015
Q1 		$11K Buy
+100
New +$10.7K 0.01% 232

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return