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Mittelman Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Mittelman Wealth Management’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
2024
Q3 		– Sell
-6,705
Closed -$1.29M – 68
2024
Q2 		$1.29M Hold
6,705
– – 0.84% 29
2024
Q1 		$1.37M Buy
+6,705
New +$1.27M 0.93% 28

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mittelman Wealth Management's VAW Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Vanguard Materials ETF (VAW) in Q3 2024, closing a stake of 6,705 shares — an estimated $1.29M sold.

Mittelman Wealth Management first reported a position in VAW in Q1 2024 and held it in 2 quarters. The position peaked at $1.37M in Q1 2024. 377 funds tracked by Wall St. Rank hold VAW as of Q3 2024.

  • Mittelman Wealth Management reported no remaining Vanguard Materials ETF position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 6,705 Vanguard Materials ETF shares in Q3 2024, an estimated $1.29M.
  • Mittelman Wealth Management first reported a position in Vanguard Materials ETF in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's Vanguard Materials ETF position peaked at $1.37M in Q1 2024.
  • 377 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.