FGC
VAW icon

Financial Gravity Companies’s Vanguard Materials ETF VAW Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$24K Buy
+200
New +$23.7K 0.02% 460
2018
Q1 		$35K Sell
272
-27
-9% -$3.69K 0.04% 430
2017
Q4 		$42K Buy
+299
New +$39.8K 0.05% 335

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Financial Gravity Companies's VAW Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Vanguard Materials ETF (VAW) in Q4 2018: 200 shares worth $24K. The stake represents 0.02% of the portfolio and ranks #460 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VAW as recently as Q1 2018.

Financial Gravity Companies first reported a position in VAW in Q4 2017 and has held it in 3 quarters since. The position peaked at $42K in Q4 2017. 203 funds tracked by Wall St. Rank hold VAW as of Q4 2018.

  • Financial Gravity Companies held 200 shares of Vanguard Materials ETF worth $24K as of Q4 2018.
  • Vanguard Materials ETF was a new Financial Gravity Companies position in Q4 2018.
  • Vanguard Materials ETF made up 0.02% of Financial Gravity Companies's portfolio in Q4 2018, its #460 holding.
  • Financial Gravity Companies first reported a position in Vanguard Materials ETF in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Vanguard Materials ETF position peaked at $42K in Q4 2017.
  • 203 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.