CWM
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Catamount Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Catamount Wealth Management’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
2019
Q1 		– Sell
-53
Closed -$6K – 214
2018
Q4 		$6K Buy
+53
New +$6.29K ﹤0.01% 155

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Catamount Wealth Management's VAW Position: Q1 2019 in Review

Catamount Wealth Management sold out of Vanguard Materials ETF (VAW) in Q1 2019, closing a stake of 53 shares — an estimated $6K sold.

Catamount Wealth Management first reported a position in VAW in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 211 funds tracked by Wall St. Rank hold VAW as of Q1 2019.

  • Catamount Wealth Management reported no remaining Vanguard Materials ETF position as of Q1 2019 after selling out during the quarter.
  • Catamount Wealth Management sold 53 Vanguard Materials ETF shares in Q1 2019, an estimated $6K.
  • Catamount Wealth Management first reported a position in Vanguard Materials ETF in Q4 2018 and held it in 1 quarter.
  • Catamount Wealth Management's Vanguard Materials ETF position peaked at $6K in Q4 2018.
  • 211 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.