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Legacy Financial Advisors’s Vanguard Materials ETF VAW Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-58
Closed -$7K – 868
2019
Q1 		$7K Hold
58
– – ﹤0.01% 707
2018
Q4 		$6K Hold
58
– – ﹤0.01% 711
2018
Q3 		$7K Hold
58
– – ﹤0.01% 624
2018
Q2 		$8K Hold
58
– – ﹤0.01% 601
2018
Q1 		$7K Hold
58
– – ﹤0.01% 584
2017
Q4 		$7K Buy
+58
New +$7.71K ﹤0.01% 580

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Legacy Financial Advisors's VAW Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Vanguard Materials ETF (VAW) in Q2 2019, closing a stake of 58 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in VAW in Q4 2017 and held it in 6 quarters. The position peaked at $8K in Q2 2018. 215 funds tracked by Wall St. Rank hold VAW as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Vanguard Materials ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 58 Vanguard Materials ETF shares in Q2 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in Vanguard Materials ETF in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Vanguard Materials ETF position peaked at $8K in Q2 2018.
  • 215 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.