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

Aevitas 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
2022 Q4	$290K	Sell	1,703 -302	-15%	-$50.8K	0.17%	98
2022 Q3	$298K	Sell	2,005 -153	-7%	-$25.2K	0.22%	90
2022 Q2	$346K	Sell	2,158 -145	-6%	-$26.5K	0.23%	86
2022 Q1	$447K	Sell	2,303 -712	-24%	-$133K	0.27%	79
2021 Q4	$594K	Buy	3,015 +18	+0.6%	+$3.39K	0.35%	70
2021 Q3	$519K	Hold	2,997	–	–	0.33%	77
2021 Q2	$542K	Buy	2,997 +1,259	+72%	+$232K	0.35%	75
2021 Q1	$301K	Buy	1,738 +5	+0.3%	+$823	0.21%	94
2020 Q4	$272K	Buy	+1,733	New	+$255K	0.2%	97

Other funds holding VAW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Aevitas Wealth Management's VAW Position: Q4 2022 in Review

Aevitas Wealth Management reduced its Vanguard Materials ETF (VAW) stake by 15% in Q4 2022, selling an estimated $50.8K and leaving 1,703 shares worth $290K. The position accounts for 0.17% of the portfolio, ranked #98.

Aevitas Wealth Management first reported a position in VAW in Q4 2020 and has held it in 9 quarters since. The position peaked at $594K in Q4 2021. 354 funds tracked by Wall St. Rank hold VAW as of Q4 2022.

Aevitas Wealth Management held 1,703 shares of Vanguard Materials ETF worth $290K as of Q4 2022.
Aevitas Wealth Management sold 302 Vanguard Materials ETF shares in Q4 2022, an estimated $50.8K.
Vanguard Materials ETF made up 0.17% of Aevitas Wealth Management's portfolio in Q4 2022, its #98 holding.
Aevitas Wealth Management first reported a position in Vanguard Materials ETF in Q4 2020 and has held it in 9 quarters since.
Aevitas Wealth Management's Vanguard Materials ETF position peaked at $594K in Q4 2021.
354 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.