Accel Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-205	Closed	-$36.5K	–	836
2023 Q1	$36.5K	Hold	205	–	–	0.01%	555
2022 Q4	$34.9K	Sell	205 -15	-7%	-$2.52K	0.02%	426
2022 Q3	$35K	Hold	220	–	–	0.02%	441
2022 Q2	$35K	Hold	220	–	–	0.02%	423
2022 Q1	$43K	Hold	220	–	–	0.02%	402
2021 Q4	$43K	Hold	220	–	–	0.02%	404
2021 Q3	$38K	Hold	220	–	–	0.02%	375
2021 Q2	$40K	Buy	220 +205	+1,367%	+$37.9K	0.03%	389
2021 Q1	$3K	Hold	15	–	–	﹤0.01%	812
2020 Q4	$2K	Buy	+15	New	+$2.21K	﹤0.01%	801

Other funds holding VAW

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

BCMIO

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Accel Wealth Management's VAW Position: Q2 2023 in Review

Accel Wealth Management sold out of Vanguard Materials ETF (VAW) in Q2 2023, closing a stake of 205 shares — an estimated $36.5K sold.

Accel Wealth Management first reported a position in VAW in Q4 2020 and held it in 10 quarters. The position peaked at $43K in Q1 2022. 343 funds tracked by Wall St. Rank hold VAW as of Q2 2023.

Accel Wealth Management reported no remaining Vanguard Materials ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 205 Vanguard Materials ETF shares in Q2 2023, an estimated $36.5K.
Accel Wealth Management first reported a position in Vanguard Materials ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Vanguard Materials ETF position peaked at $43K in Q1 2022.
343 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.