IPW
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Impact Partnership Wealth’s Vanguard Materials ETF VAW Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-15
Closed -$2.73K – 1215
2023
Q2 		$2.73K Buy
+15
New +$2.62K ﹤0.01% 592

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Osaic Holdings
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Impact Partnership Wealth's VAW Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Vanguard Materials ETF (VAW) in Q3 2023, closing a stake of 15 shares — an estimated $2.73K sold.

Impact Partnership Wealth first reported a position in VAW in Q2 2023 and held it in 1 quarter. The position peaked at $2.73K in Q2 2023. 340 funds tracked by Wall St. Rank hold VAW as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Vanguard Materials ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 15 Vanguard Materials ETF shares in Q3 2023, an estimated $2.73K.
  • Impact Partnership Wealth first reported a position in Vanguard Materials ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Vanguard Materials ETF position peaked at $2.73K in Q2 2023.
  • 340 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.