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Householder Group Estate & Retirement Specialist’s Vanguard Materials ETF VAW Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q2 		– Sell
-195
Closed -$39.9K – 1339
2024
Q1 		$39.9K Hold
195
– – 0.01% 520
2023
Q4 		$37K Hold
195
– – 0.01% 520
2023
Q3 		$33.6K Buy
+195
New +$35.2K 0.01% 529

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VAW Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Materials ETF (VAW) in Q2 2024, closing a stake of 195 shares — an estimated $39.9K sold.

Householder Group Estate & Retirement Specialist first reported a position in VAW in Q3 2023 and held it in 3 quarters. The position peaked at $39.9K in Q1 2024. 359 funds tracked by Wall St. Rank hold VAW as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Vanguard Materials ETF position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 195 Vanguard Materials ETF shares in Q2 2024, an estimated $39.9K.
  • Householder Group Estate & Retirement Specialist first reported a position in Vanguard Materials ETF in Q3 2023 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Vanguard Materials ETF position peaked at $39.9K in Q1 2024.
  • 359 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.