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Milestone Advisory Partners’s Vanguard Materials ETF VAW Stock Holding History

Milestone Advisory 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
2021
Q3 		– Sell
-4,014
Closed -$726K – 90
2021
Q2 		$726K Buy
+4,014
New +$741K 0.38% 43

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Milestone Advisory Partners's VAW Position: Q3 2021 in Review

Milestone Advisory Partners sold out of Vanguard Materials ETF (VAW) in Q3 2021, closing a stake of 4,014 shares — an estimated $726K sold.

Milestone Advisory Partners first reported a position in VAW in Q2 2021 and held it in 1 quarter. The position peaked at $726K in Q2 2021. 305 funds tracked by Wall St. Rank hold VAW as of Q3 2021.

  • Milestone Advisory Partners reported no remaining Vanguard Materials ETF position as of Q3 2021 after selling out during the quarter.
  • Milestone Advisory Partners sold 4,014 Vanguard Materials ETF shares in Q3 2021, an estimated $726K.
  • Milestone Advisory Partners first reported a position in Vanguard Materials ETF in Q2 2021 and held it in 1 quarter.
  • Milestone Advisory Partners's Vanguard Materials ETF position peaked at $726K in Q2 2021.
  • 305 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2021.

Based on Milestone Advisory Partners's 13F filing for Q3 2021, filed 9 Nov 2021.