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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return