JFS Wealth Advisors’s Vanguard Materials ETF VAW Stock Holding History

JFS Wealth Advisors’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 Q4	–	Sell	-60	Closed	-$12.7K	–	1998
2024 Q3	$12.7K	Buy	+60	New	+$12K	﹤0.01%	778
2023 Q3	–	Sell	-26	Closed	-$4.64K	–	2006
2023 Q2	$4.64K	Hold	26	–	–	﹤0.01%	1037
2023 Q1	$4.54K	Buy	26 +1	+4%	+$179	﹤0.01%	1027
2022 Q4	$4.33K	Buy	+25	New	+$4.2K	﹤0.01%	1055
2020 Q4	–	Sell	-28	Closed	-$4K	–	626
2020 Q3	$4K	Sell	28 -172	-86%	-$22.8K	﹤0.01%	470
2020 Q2	$24K	Buy	+200	New	+$22.5K	0.01%	290

Other funds holding VAW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JFS Wealth Advisors's VAW Position: Q4 2024 in Review

JFS Wealth Advisors sold out of Vanguard Materials ETF (VAW) in Q4 2024, closing a stake of 60 shares — an estimated $12.7K sold.

JFS Wealth Advisors first reported a position in VAW in Q2 2020 and held it in 6 quarters. The position peaked at $24K in Q2 2020. 383 funds tracked by Wall St. Rank hold VAW as of Q4 2024.

JFS Wealth Advisors reported no remaining Vanguard Materials ETF position as of Q4 2024 after selling out during the quarter.
JFS Wealth Advisors sold 60 Vanguard Materials ETF shares in Q4 2024, an estimated $12.7K.
JFS Wealth Advisors first reported a position in Vanguard Materials ETF in Q2 2020 and held it in 6 quarters.
JFS Wealth Advisors's Vanguard Materials ETF position peaked at $24K in Q2 2020.
383 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.