Lumature Wealth Partners’s Vanguard Materials ETF VAW Stock Holding History

Lumature Wealth 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
2023 Q2	$5.82K	Hold	32	–	–	﹤0.01%	338
2023 Q1	$5.69K	Sell	32 -51	-61%	-$9.12K	﹤0.01%	335
2022 Q4	$14.1K	Hold	83	–	–	0.01%	288
2022 Q3	$12K	Hold	83	–	–	0.01%	308
2022 Q2	$13K	Buy	83 +51	+159%	+$9.34K	0.01%	312
2022 Q1	$6K	Hold	32	–	–	﹤0.01%	373
2021 Q4	$6K	Hold	32	–	–	﹤0.01%	364
2021 Q3	$6K	Hold	32	–	–	﹤0.01%	368
2021 Q2	$6K	Hold	32	–	–	﹤0.01%	320
2021 Q1	$6K	Buy	+32	New	+$5.27K	﹤0.01%	308

Other funds holding VAW

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

BCMIO

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lumature Wealth Partners's VAW Position: Q2 2023 in Review

Lumature Wealth Partners held its Vanguard Materials ETF (VAW) position steady in Q2 2023 at 32 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Lumature Wealth Partners first reported a position in VAW in Q1 2021 and has held it in 10 quarters since. The position peaked at $14.1K in Q4 2022. 344 funds tracked by Wall St. Rank hold VAW as of Q2 2023.

Lumature Wealth Partners held 32 shares of Vanguard Materials ETF worth $5.82K as of Q2 2023.
Lumature Wealth Partners left its Vanguard Materials ETF share count unchanged in Q2 2023.
Vanguard Materials ETF made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #338 holding.
Lumature Wealth Partners first reported a position in Vanguard Materials ETF in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Vanguard Materials ETF position peaked at $14.1K in Q4 2022.
344 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.