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Core Wealth Advisors (Florida)’s Vanguard Materials ETF VAW Stock Holding History

Core Wealth Advisors (Florida)’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
Q1 		– Sell
-29
Closed -$4.94K – 280
2022
Q4 		$4.94K Hold
29
– – ﹤0.01% 215
2022
Q3 		$4K Sell
29
-4
-12% -$660 ﹤0.01% 188
2022
Q2 		$5K Buy
+33
New +$6.04K ﹤0.01% 179

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Core Wealth Advisors (Florida)'s VAW Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of Vanguard Materials ETF (VAW) in Q1 2023, closing a stake of 29 shares — an estimated $4.94K sold.

Core Wealth Advisors (Florida) first reported a position in VAW in Q2 2022 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 339 funds tracked by Wall St. Rank hold VAW as of Q1 2023.

  • Core Wealth Advisors (Florida) reported no remaining Vanguard Materials ETF position as of Q1 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 29 Vanguard Materials ETF shares in Q1 2023, an estimated $4.94K.
  • Core Wealth Advisors (Florida) first reported a position in Vanguard Materials ETF in Q2 2022 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s Vanguard Materials ETF position peaked at $5K in Q2 2022.
  • 339 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.