GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Vanguard Materials ETF VAW Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-290
Closed -$50K – 1069
2021
Q3 		$50K Buy
+290
New +$52.7K 0.01% 326

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VAW Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Vanguard Materials ETF (VAW) in Q4 2021, closing a stake of 290 shares — an estimated $50K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in VAW in Q3 2021 and held it in 1 quarter. The position peaked at $50K in Q3 2021. 361 funds tracked by Wall St. Rank hold VAW as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Vanguard Materials ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 290 Vanguard Materials ETF shares in Q4 2021, an estimated $50K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Materials ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Vanguard Materials ETF position peaked at $50K in Q3 2021.
  • 361 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.