Gradient Investments’s Vanguard Materials ETF VAW Stock Holding History

Gradient Investments’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 Q1	–	Sell	-8	Closed	-$1.52K	–	1815
2023 Q4	$1.52K	Buy	8 +3	+60%	+$527	﹤0.01%	1311
2023 Q3	$863	Hold	5	–	–	﹤0.01%	1415
2023 Q2	$910	Sell	5 -7	-58%	-$1.22K	﹤0.01%	1391
2023 Q1	$2.13K	Buy	12 +7	+140%	+$1.25K	﹤0.01%	1100
2022 Q4	$851	Buy	+5	New	+$840	﹤0.01%	1223
2018 Q4	–	Sell	-35	Closed	-$5K	–	1097
2018 Q3	$5K	Buy	+35	New	+$4.68K	﹤0.01%	750
2016 Q4	–	Sell	-97	Closed	-$10K	–	795
2016 Q3	$10K	Buy	+97	New	+$10.4K	﹤0.01%	456

Other funds holding VAW

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return