Hefty Wealth Partners’s Vanguard Materials ETF VAW Stock Holding History

Hefty Wealth Partners’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
2018 Q1	–	Sell	-410	Closed	-$56K	–	278
2017 Q4	$56K	Buy	+410	New	+$54.5K	0.03%	137
2016 Q2	–	Sell	-59	Closed	-$5K	–	233
2016 Q1	$5K	Buy	+59	New	+$5.3K	﹤0.01%	175

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Hefty Wealth Partners's VAW Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Vanguard Materials ETF (VAW) in Q1 2018, closing a stake of 410 shares — an estimated $56K sold.

Hefty Wealth Partners first reported a position in VAW in Q1 2016 and held it in 2 quarters. The position peaked at $56K in Q4 2017. 213 funds tracked by Wall St. Rank hold VAW as of Q1 2018.

Hefty Wealth Partners reported no remaining Vanguard Materials ETF position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 410 Vanguard Materials ETF shares in Q1 2018, an estimated $56K.
Hefty Wealth Partners first reported a position in Vanguard Materials ETF in Q1 2016 and held it in 2 quarters.
Hefty Wealth Partners's Vanguard Materials ETF position peaked at $56K in Q4 2017.
213 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.