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Harvest Group Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Harvest Group Wealth 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
2020
Q2 		– Sell
-101
Closed -$9K – 854
2020
Q1 		$9K Hold
101
– – 0.01% 219
2019
Q4 		$13K Buy
101
+1
+1% +$129 0.01% 208
2019
Q3 		$13K Buy
+100
New +$12.6K 0.02% 227

Other funds holding VAW

Bank of America
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
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harvest Group Wealth Management's VAW Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Vanguard Materials ETF (VAW) in Q2 2020, closing a stake of 101 shares — an estimated $9K sold.

Harvest Group Wealth Management first reported a position in VAW in Q3 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 207 funds tracked by Wall St. Rank hold VAW as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Vanguard Materials ETF position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 101 Vanguard Materials ETF shares in Q2 2020, an estimated $9K.
  • Harvest Group Wealth Management first reported a position in Vanguard Materials ETF in Q3 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Vanguard Materials ETF position peaked at $13K in Q4 2019.
  • 207 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.