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	–	1813
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gradient Investments's VAW Position: Q1 2024 in Review

Gradient Investments sold out of Vanguard Materials ETF (VAW) in Q1 2024, closing a stake of 8 shares — an estimated $1.52K sold.

Gradient Investments first reported a position in VAW in Q3 2016 and held it in 7 quarters. The position peaked at $10K in Q3 2016. 355 funds tracked by Wall St. Rank hold VAW as of Q1 2024.

Gradient Investments reported no remaining Vanguard Materials ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 8 Vanguard Materials ETF shares in Q1 2024, an estimated $1.52K.
Gradient Investments first reported a position in Vanguard Materials ETF in Q3 2016 and held it in 7 quarters.
Gradient Investments's Vanguard Materials ETF position peaked at $10K in Q3 2016.
355 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.