EPW
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Evergreen Private Wealth’s Vanguard Materials ETF VAW Stock Holding History

Evergreen Private Wealth’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
2024
Q1 		– Sell
-10
Closed -$1.9K – 229
2023
Q4 		$1.9K Buy
+10
New +$1.75K ﹤0.01% 200

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Evergreen Private Wealth's VAW Position: Q1 2024 in Review

Evergreen Private Wealth sold out of Vanguard Materials ETF (VAW) in Q1 2024, closing a stake of 10 shares — an estimated $1.9K sold.

Evergreen Private Wealth first reported a position in VAW in Q4 2023 and held it in 1 quarter. The position peaked at $1.9K in Q4 2023. 354 funds tracked by Wall St. Rank hold VAW as of Q1 2024.

  • Evergreen Private Wealth reported no remaining Vanguard Materials ETF position as of Q1 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 10 Vanguard Materials ETF shares in Q1 2024, an estimated $1.9K.
  • Evergreen Private Wealth first reported a position in Vanguard Materials ETF in Q4 2023 and held it in 1 quarter.
  • Evergreen Private Wealth's Vanguard Materials ETF position peaked at $1.9K in Q4 2023.
  • 354 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2024.

Based on Evergreen Private Wealth's 13F filing for Q1 2024, filed 17 Apr 2024.