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Keystone Financial Group (Kentucky)’s Vanguard Materials ETF VAW Stock Holding History

Keystone Financial Group (Kentucky)’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
2022
Q1 		– Sell
-1,069
Closed -$210K – 315
2021
Q4 		$210K Sell
1,069
-90
-8% -$16.9K 0.03% 285
2021
Q3 		$201K Sell
1,159
-154
-12% -$28K 0.04% 278
2021
Q2 		$237K Buy
+1,313
New +$242K 0.04% 262

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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s VAW Position: Q1 2022 in Review

Keystone Financial Group (Kentucky) sold out of Vanguard Materials ETF (VAW) in Q1 2022, closing a stake of 1,069 shares — an estimated $210K sold.

Keystone Financial Group (Kentucky) first reported a position in VAW in Q2 2021 and held it in 3 quarters. The position peaked at $237K in Q2 2021. 364 funds tracked by Wall St. Rank hold VAW as of Q1 2022.

  • Keystone Financial Group (Kentucky) reported no remaining Vanguard Materials ETF position as of Q1 2022 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 1,069 Vanguard Materials ETF shares in Q1 2022, an estimated $210K.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Materials ETF in Q2 2021 and held it in 3 quarters.
  • Keystone Financial Group (Kentucky)'s Vanguard Materials ETF position peaked at $237K in Q2 2021.
  • 364 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2022, filed 13 May 2022.