Doyle Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Doyle 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 Q3	–	Sell	-1,084	Closed	-$139K	–	728
2019 Q2	$139K	Buy	+1,084	New	+$134K	0.02%	234
2019 Q1	–	Sell	-872	Closed	-$97K	–	720
2018 Q4	$97K	Buy	+872	New	+$103K	0.02%	259

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Doyle Wealth Management's VAW Position: Q3 2019 in Review

Doyle Wealth Management sold out of Vanguard Materials ETF (VAW) in Q3 2019, closing a stake of 1,084 shares — an estimated $139K sold.

Doyle Wealth Management first reported a position in VAW in Q4 2018 and held it in 2 quarters. The position peaked at $139K in Q2 2019. 215 funds tracked by Wall St. Rank hold VAW as of Q3 2019.

Doyle Wealth Management reported no remaining Vanguard Materials ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,084 Vanguard Materials ETF shares in Q3 2019, an estimated $139K.
Doyle Wealth Management first reported a position in Vanguard Materials ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Vanguard Materials ETF position peaked at $139K in Q2 2019.
215 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.