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First Personal Financial Services’s Vanguard Materials ETF VAW Stock Holding History

First Personal Financial Services’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
2022
Q4 		– Sell
-9
Closed -$1K – 433
2022
Q3 		$1K Buy
+9
New +$1.49K ﹤0.01% 425

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BCMIO
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Personal Financial Services's VAW Position: Q4 2022 in Review

First Personal Financial Services sold out of Vanguard Materials ETF (VAW) in Q4 2022, closing a stake of 9 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in VAW in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 354 funds tracked by Wall St. Rank hold VAW as of Q4 2022.

  • First Personal Financial Services reported no remaining Vanguard Materials ETF position as of Q4 2022 after selling out during the quarter.
  • First Personal Financial Services sold 9 Vanguard Materials ETF shares in Q4 2022, an estimated $1K.
  • First Personal Financial Services first reported a position in Vanguard Materials ETF in Q3 2022 and held it in 1 quarter.
  • First Personal Financial Services's Vanguard Materials ETF position peaked at $1K in Q3 2022.
  • 354 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2022.

Based on First Personal Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.