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Life Planning Partners’s Vanguard Materials ETF VAW Stock Holding History

Life Planning 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
Q1 		– Sell
-388
Closed -$73.7K – 234
2023
Q4 		$73.7K Buy
+388
New +$68.1K 0.07% 88
2022
Q3 		$57.6K Hold
388
– – 0.07% 83
2022
Q2 		$62K Hold
388
– – 0.07% 82
2022
Q1 		$75K Hold
388
– – 0.08% 73
2021
Q4 		$77K Buy
+388
New +$73.1K 0.08% 75

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Life Planning Partners's VAW Position: Q1 2024 in Review

Life Planning Partners sold out of Vanguard Materials ETF (VAW) in Q1 2024, closing a stake of 388 shares — an estimated $73.7K sold.

Life Planning Partners first reported a position in VAW in Q4 2021 and held it in 5 quarters. The position peaked at $77K in Q4 2021. 355 funds tracked by Wall St. Rank hold VAW as of Q1 2024.

  • Life Planning Partners reported no remaining Vanguard Materials ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 388 Vanguard Materials ETF shares in Q1 2024, an estimated $73.7K.
  • Life Planning Partners first reported a position in Vanguard Materials ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Vanguard Materials ETF position peaked at $77K in Q4 2021.
  • 355 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.