Buckingham Strategic Wealth’s Vanguard Materials ETF VAW Stock Holding History

Buckingham Strategic Wealth’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	-1,689	Closed	-$227K	–	514
2019 Q4	$227K	Sell	1,689 -1,955	-54%	-$252K	0.02%	413
2019 Q3	$460K	Sell	3,644 -8,523	-70%	-$1.07M	0.05%	246
2019 Q2	$1.56M	Sell	12,167 -20,428	-63%	-$2.53M	0.17%	103
2019 Q1	$4.01M	Sell	32,595 -12,858	-28%	-$1.54M	0.51%	47
2018 Q4	$5.04M	Sell	45,453 -1,523	-3%	-$181K	0.77%	27
2018 Q3	$6.16M	Sell	46,976 -402	-0.8%	-$53.7K	0.95%	22
2018 Q2	$6.23M	Sell	47,378 -1,196	-2%	-$159K	1.01%	19
2018 Q1	$6.26M	Buy	+48,574	New	+$6.65M	1.22%	17

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

Buckingham Strategic Wealth's VAW Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of Vanguard Materials ETF (VAW) in Q1 2020, closing a stake of 1,689 shares — an estimated $227K sold.

Buckingham Strategic Wealth first reported a position in VAW in Q1 2018 and held it in 8 quarters. The position peaked at $6.26M in Q1 2018. 207 funds tracked by Wall St. Rank hold VAW as of Q1 2020.

Buckingham Strategic Wealth reported no remaining Vanguard Materials ETF position as of Q1 2020 after selling out during the quarter.
Buckingham Strategic Wealth sold 1,689 Vanguard Materials ETF shares in Q1 2020, an estimated $227K.
Buckingham Strategic Wealth first reported a position in Vanguard Materials ETF in Q1 2018 and held it in 8 quarters.
Buckingham Strategic Wealth's Vanguard Materials ETF position peaked at $6.26M in Q1 2018.
207 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.