BDO Wealth Advisors’s Vanguard Materials ETF VAW Stock Holding History

BDO Wealth 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
2023 Q2	$49.1K	Buy	270 +3	+1%	+$524	0.01%	437
2023 Q1	$47.5K	Hold	267	–	–	0.01%	428
2022 Q4	$45.4K	Hold	267	–	–	0.01%	427
2022 Q3	$40K	Hold	267	–	–	0.01%	444
2022 Q2	$43K	Hold	267	–	–	0.01%	432
2022 Q1	$52K	Hold	267	–	–	0.01%	426
2021 Q4	$53K	Hold	267	–	–	0.01%	438
2021 Q3	$46K	Sell	267 -25	-9%	-$4.54K	0.01%	458
2021 Q2	$53K	Sell	292 -37	-11%	-$6.83K	0.01%	460
2021 Q1	$57K	Buy	329 +22	+7%	+$3.62K	0.01%	437
2020 Q4	$48K	Sell	307 -40	-12%	-$5.89K	0.01%	362
2020 Q3	$47K	Sell	347 -45	-11%	-$5.96K	0.01%	339
2020 Q2	$47K	Sell	392 -198	-34%	-$22.3K	0.01%	333
2020 Q1	$57K	Buy	590 +150	+34%	+$17.8K	0.01%	323
2019 Q4	$59K	Buy	440 +25	+6%	+$3.22K	0.02%	288
2019 Q3	$52K	Hold	415	–	–	0.01%	307
2019 Q2	$53K	Buy	415 +24	+6%	+$2.98K	0.01%	300
2019 Q1	$48K	Buy	391 +50	+15%	+$6K	0.01%	286
2018 Q4	$38K	Sell	341 -30	-8%	-$3.56K	0.01%	285
2018 Q3	$49K	Sell	371 -8	-2%	-$1.07K	0.02%	299
2018 Q2	$50K	Buy	379 +3	+0.8%	+$399	0.02%	301
2018 Q1	$48K	Buy	376 +18	+5%	+$2.46K	0.02%	258
2017 Q4	$49K	Buy	358 +24	+7%	+$3.19K	0.02%	219
2017 Q3	$43K	Sell	334 -110	-25%	-$13.7K	0.02%	213
2017 Q2	$54K	Buy	+444	New	+$53.3K	0.02%	228

Other funds holding VAW

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BDO Wealth Advisors's VAW Position: Q2 2023 in Review

BDO Wealth Advisors increased its Vanguard Materials ETF (VAW) stake by 1.1% in Q2 2023, buying an estimated $524 and bringing the position to 270 shares worth $49.1K. The position accounts for 0.01% of the portfolio, ranked #437.

BDO Wealth Advisors first reported a position in VAW in Q2 2017 and has held it in 25 quarters since. The position peaked at $59K in Q4 2019. 344 funds tracked by Wall St. Rank hold VAW as of Q2 2023.

BDO Wealth Advisors held 270 shares of Vanguard Materials ETF worth $49.1K as of Q2 2023.
BDO Wealth Advisors bought 3 Vanguard Materials ETF shares in Q2 2023, an estimated $524.
Vanguard Materials ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #437 holding.
BDO Wealth Advisors first reported a position in Vanguard Materials ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Vanguard Materials ETF position peaked at $59K in Q4 2019.
344 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.