McKinley Carter Wealth Services’s Vanguard Materials ETF VAW Stock Holding History

McKinley Carter Wealth Services’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 Q3	–	Sell	-1,304	Closed	-$209K	–	293
2022 Q2	$209K	Sell	1,304 -233	-15%	-$42.7K	0.02%	281
2022 Q1	$298K	Sell	1,537 -835	-35%	-$156K	0.02%	239
2021 Q4	$467K	Sell	2,372 -507	-18%	-$95.5K	0.03%	197
2021 Q3	$499K	Sell	2,879 -286	-9%	-$52K	0.04%	183
2021 Q2	$572K	Sell	3,165 -846	-21%	-$156K	0.05%	173
2021 Q1	$694K	Sell	4,011 -371	-8%	-$61.1K	0.06%	164
2020 Q4	$688K	Buy	+4,382	New	+$645K	0.09%	145
2018 Q2	–	Sell	-15	Closed	-$2K	–	367
2018 Q1	$2K	Buy	+15	New	+$2.05K	﹤0.01%	431

Other funds holding VAW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McKinley Carter Wealth Services's VAW Position: Q3 2022 in Review

McKinley Carter Wealth Services sold out of Vanguard Materials ETF (VAW) in Q3 2022, closing a stake of 1,304 shares — an estimated $209K sold.

McKinley Carter Wealth Services first reported a position in VAW in Q1 2018 and held it in 8 quarters. The position peaked at $694K in Q1 2021. 324 funds tracked by Wall St. Rank hold VAW as of Q3 2022.

McKinley Carter Wealth Services reported no remaining Vanguard Materials ETF position as of Q3 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 1,304 Vanguard Materials ETF shares in Q3 2022, an estimated $209K.
McKinley Carter Wealth Services first reported a position in Vanguard Materials ETF in Q1 2018 and held it in 8 quarters.
McKinley Carter Wealth Services's Vanguard Materials ETF position peaked at $694K in Q1 2021.
324 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2022, filed 24 Oct 2022.