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Gen-Wealth Partners’s Vanguard Materials ETF VAW Stock Holding History

Gen-Wealth Partners’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
Q4 		– Sell
-48
Closed -$10K – 678
2024
Q3 		$10K Buy
+48
New +$9.6K ﹤0.01% 495

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gen-Wealth Partners's VAW Position: Q4 2024 in Review

Gen-Wealth Partners sold out of Vanguard Materials ETF (VAW) in Q4 2024, closing a stake of 48 shares — an estimated $10K sold.

Gen-Wealth Partners first reported a position in VAW in Q3 2024 and held it in 1 quarter. The position peaked at $10K in Q3 2024. 383 funds tracked by Wall St. Rank hold VAW as of Q4 2024.

  • Gen-Wealth Partners reported no remaining Vanguard Materials ETF position as of Q4 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 48 Vanguard Materials ETF shares in Q4 2024, an estimated $10K.
  • Gen-Wealth Partners first reported a position in Vanguard Materials ETF in Q3 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Vanguard Materials ETF position peaked at $10K in Q3 2024.
  • 383 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.