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McAdam LLC’s Vanguard Materials ETF VAW Stock Holding History

McAdam LLC’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
2018
Q4 		– Sell
-307
Closed -$41K – 579
2018
Q3 		$41K Hold
307
– – 0.02% 183
2018
Q2 		$40K Hold
307
– – 0.02% 175
2018
Q1 		$40K Buy
+307
New +$42K 0.02% 175

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McAdam LLC's VAW Position: Q4 2018 in Review

McAdam LLC sold out of Vanguard Materials ETF (VAW) in Q4 2018, closing a stake of 307 shares — an estimated $41K sold.

McAdam LLC first reported a position in VAW in Q1 2018 and held it in 3 quarters. The position peaked at $41K in Q3 2018. 203 funds tracked by Wall St. Rank hold VAW as of Q4 2018.

  • McAdam LLC reported no remaining Vanguard Materials ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 307 Vanguard Materials ETF shares in Q4 2018, an estimated $41K.
  • McAdam LLC first reported a position in Vanguard Materials ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's Vanguard Materials ETF position peaked at $41K in Q3 2018.
  • 203 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.