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Carmel Capital Partners’s Vanguard Materials ETF VAW Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-15
Closed -$2.59K – 670
2023
Q3 		$2.59K Buy
+15
New +$2.71K ﹤0.01% 611

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Empower Advisory Group
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carmel Capital Partners's VAW Position: Q4 2023 in Review

Carmel Capital Partners sold out of Vanguard Materials ETF (VAW) in Q4 2023, closing a stake of 15 shares — an estimated $2.59K sold.

Carmel Capital Partners first reported a position in VAW in Q3 2023 and held it in 1 quarter. The position peaked at $2.59K in Q3 2023. 358 funds tracked by Wall St. Rank hold VAW as of Q4 2023.

  • Carmel Capital Partners reported no remaining Vanguard Materials ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 15 Vanguard Materials ETF shares in Q4 2023, an estimated $2.59K.
  • Carmel Capital Partners first reported a position in Vanguard Materials ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Vanguard Materials ETF position peaked at $2.59K in Q3 2023.
  • 358 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.