IWP
VAW icon

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

IAG 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
2024
Q3 		– Sell
-67
Closed -$12.9K – 530
2024
Q2 		$12.9K Hold
67
– – ﹤0.01% 307
2024
Q1 		$13.7K Hold
67
– – ﹤0.01% 280
2023
Q4 		$12.7K Hold
67
– – ﹤0.01% 281
2023
Q3 		$11.6K Hold
67
– – ﹤0.01% 282
2023
Q2 		$12.2K Buy
+67
New +$11.7K ﹤0.01% 288

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAG Wealth Partners's VAW Position: Q3 2024 in Review

IAG Wealth Partners sold out of Vanguard Materials ETF (VAW) in Q3 2024, closing a stake of 67 shares — an estimated $12.9K sold.

IAG Wealth Partners first reported a position in VAW in Q2 2023 and held it in 5 quarters. The position peaked at $13.7K in Q1 2024. 377 funds tracked by Wall St. Rank hold VAW as of Q3 2024.

  • IAG Wealth Partners reported no remaining Vanguard Materials ETF position as of Q3 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 67 Vanguard Materials ETF shares in Q3 2024, an estimated $12.9K.
  • IAG Wealth Partners first reported a position in Vanguard Materials ETF in Q2 2023 and held it in 5 quarters.
  • IAG Wealth Partners's Vanguard Materials ETF position peaked at $13.7K in Q1 2024.
  • 377 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2024.

Based on IAG Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.