EWM
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Elite Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Elite 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
2014
Q4 		– Sell
-5,119
Closed -$564K – 432
2014
Q3 		$564K Buy
+5,119
New +$573K 0.51% 45

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elite Wealth Management's VAW Position: Q4 2014 in Review

Elite Wealth Management sold out of Vanguard Materials ETF (VAW) in Q4 2014, closing a stake of 5,119 shares — an estimated $564K sold.

Elite Wealth Management first reported a position in VAW in Q3 2014 and held it in 1 quarter. The position peaked at $564K in Q3 2014. 110 funds tracked by Wall St. Rank hold VAW as of Q4 2014.

  • Elite Wealth Management reported no remaining Vanguard Materials ETF position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 5,119 Vanguard Materials ETF shares in Q4 2014, an estimated $564K.
  • Elite Wealth Management first reported a position in Vanguard Materials ETF in Q3 2014 and held it in 1 quarter.
  • Elite Wealth Management's Vanguard Materials ETF position peaked at $564K in Q3 2014.
  • 110 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.