EWM
VAW icon

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

Executive 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
-37
Closed -$5K – 755
2019
Q2 		$5K Buy
+37
New +$4.59K ﹤0.01% 728

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

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

Executive Wealth Management sold out of Vanguard Materials ETF (VAW) in Q3 2019, closing a stake of 37 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in VAW in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 215 funds tracked by Wall St. Rank hold VAW as of Q3 2019.

  • Executive Wealth Management reported no remaining Vanguard Materials ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 37 Vanguard Materials ETF shares in Q3 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in Vanguard Materials ETF in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's Vanguard Materials ETF position peaked at $5K in Q2 2019.
  • 215 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.