Berman Capital Advisors’s Vanguard Materials ETF VAW Stock Holding History

Berman Capital 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
2020 Q1	–	Sell	-1,474	Closed	-$197K	–	1681
2019 Q4	$197K	Hold	1,474	–	–	0.06%	137
2019 Q3	$186K	Hold	1,474	–	–	0.06%	139
2019 Q2	$188K	Hold	1,474	–	–	0.06%	136
2019 Q1	$181K	Sell	1,474 -62	-4%	-$7.44K	0.06%	134
2018 Q4	$169K	Buy	+1,536	New	+$182K	0.07%	114
2018 Q3	–	Sell	-3,474	Closed	-$457K	–	126
2018 Q2	$457K	Hold	3,474	–	–	0.16%	63
2018 Q1	$448K	Hold	3,474	–	–	0.17%	59
2017 Q4	$475K	Buy	+3,474	New	+$462K	0.16%	60

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

PCA

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

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

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

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

Berman Capital Advisors's VAW Position: Q1 2020 in Review

Berman Capital Advisors sold out of Vanguard Materials ETF (VAW) in Q1 2020, closing a stake of 1,474 shares — an estimated $197K sold.

Berman Capital Advisors first reported a position in VAW in Q4 2017 and held it in 8 quarters. The position peaked at $475K in Q4 2017. 207 funds tracked by Wall St. Rank hold VAW as of Q1 2020.

Berman Capital Advisors reported no remaining Vanguard Materials ETF position as of Q1 2020 after selling out during the quarter.
Berman Capital Advisors sold 1,474 Vanguard Materials ETF shares in Q1 2020, an estimated $197K.
Berman Capital Advisors first reported a position in Vanguard Materials ETF in Q4 2017 and held it in 8 quarters.
Berman Capital Advisors's Vanguard Materials ETF position peaked at $475K in Q4 2017.
207 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.