Belmont Capital’s Vanguard Materials ETF VAW Stock Holding History

Belmont Capital’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 Q1	–	Sell	-73	Closed	-$14K	–	81
2021 Q4	$14K	Buy	73 +6	+9%	+$1.13K	0.01%	49
2021 Q3	$12K	Hold	67	–	–	0.01%	52
2021 Q2	$12K	Hold	67	–	–	0.01%	48
2021 Q1	$12K	Buy	67 +20	+43%	+$3.29K	0.02%	47
2020 Q4	$7K	Buy	+47	New	+$6.92K	﹤0.01%	55

Other funds holding VAW

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

BCMIO

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

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

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

PCA

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

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

Belmont Capital's VAW Position: Q1 2022 in Review

Belmont Capital sold out of Vanguard Materials ETF (VAW) in Q1 2022, closing a stake of 73 shares — an estimated $14K sold.

Belmont Capital first reported a position in VAW in Q4 2020 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 364 funds tracked by Wall St. Rank hold VAW as of Q1 2022.

Belmont Capital reported no remaining Vanguard Materials ETF position as of Q1 2022 after selling out during the quarter.
Belmont Capital sold 73 Vanguard Materials ETF shares in Q1 2022, an estimated $14K.
Belmont Capital first reported a position in Vanguard Materials ETF in Q4 2020 and held it in 5 quarters.
Belmont Capital's Vanguard Materials ETF position peaked at $14K in Q4 2021.
364 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2022.

Based on Belmont Capital's 13F filing for Q1 2022, filed 26 Apr 2022.