BWA
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Burt Wealth Advisors’s Vanguard Materials ETF VAW Stock Holding History

Burt 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
2020
Q2 		– Sell
-19
Closed -$2K – 442
2020
Q1 		$2K Buy
+19
New +$2.25K ﹤0.01% 349

Other funds holding VAW

Bank of America
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
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Burt Wealth Advisors's VAW Position: Q2 2020 in Review

Burt Wealth Advisors sold out of Vanguard Materials ETF (VAW) in Q2 2020, closing a stake of 19 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in VAW in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 207 funds tracked by Wall St. Rank hold VAW as of Q2 2020.

  • Burt Wealth Advisors reported no remaining Vanguard Materials ETF position as of Q2 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 19 Vanguard Materials ETF shares in Q2 2020, an estimated $2K.
  • Burt Wealth Advisors first reported a position in Vanguard Materials ETF in Q1 2020 and held it in 1 quarter.
  • Burt Wealth Advisors's Vanguard Materials ETF position peaked at $2K in Q1 2020.
  • 207 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.