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Halpern Financial’s Vanguard Materials ETF VAW Stock Holding History

Halpern Financial’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
Q2 		– Sell
-45
Closed -$7.78K – 260
2021
Q1 		$7.78K Buy
+45
New +$7.41K ﹤0.01% 157

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Halpern Financial's VAW Position: Q2 2021 in Review

Halpern Financial sold out of Vanguard Materials ETF (VAW) in Q2 2021, closing a stake of 45 shares — an estimated $7.78K sold.

Halpern Financial first reported a position in VAW in Q1 2021 and held it in 1 quarter. The position peaked at $7.78K in Q1 2021. 314 funds tracked by Wall St. Rank hold VAW as of Q2 2021.

  • Halpern Financial reported no remaining Vanguard Materials ETF position as of Q2 2021 after selling out during the quarter.
  • Halpern Financial sold 45 Vanguard Materials ETF shares in Q2 2021, an estimated $7.78K.
  • Halpern Financial first reported a position in Vanguard Materials ETF in Q1 2021 and held it in 1 quarter.
  • Halpern Financial's Vanguard Materials ETF position peaked at $7.78K in Q1 2021.
  • 314 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2021.

Based on Halpern Financial's 13F filing for Q2 2021, filed 21 Sep 2023.