1834 Investment Advisors’s Vanguard Materials ETF VAW Stock Holding History

1834 Investment Advisors’s Portfolio VAW Stock Details VAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-185	Closed	-$24K	–	427
2018 Q2	$24K	Sell	185 -1	-0.5%	-$133	﹤0.01%	326
2018 Q1	$24K	Buy	186 +1	+0.5%	+$137	﹤0.01%	334
2017 Q4	$25K	Buy	+185	New	+$24.6K	﹤0.01%	346

Other funds holding VAW

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1834 Investment Advisors's VAW Position: Q3 2018 in Review

1834 Investment Advisors sold out of Vanguard Materials ETF (VAW) in Q3 2018, closing a stake of 185 shares — an estimated $24K sold.

1834 Investment Advisors first reported a position in VAW in Q4 2017 and held it in 3 quarters. The position peaked at $25K in Q4 2017. 205 funds tracked by Wall St. Rank hold VAW as of Q3 2018.

1834 Investment Advisors reported no remaining Vanguard Materials ETF position as of Q3 2018 after selling out during the quarter.
1834 Investment Advisors sold 185 Vanguard Materials ETF shares in Q3 2018, an estimated $24K.
1834 Investment Advisors first reported a position in Vanguard Materials ETF in Q4 2017 and held it in 3 quarters.
1834 Investment Advisors's Vanguard Materials ETF position peaked at $25K in Q4 2017.
205 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2018.

Based on 1834 Investment Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.