MTM Investment Management’s Vanguard Materials ETF VAW Stock Holding History

MTM Investment 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
2023 Q1	–	Sell	-144	Closed	-$24.5K	–	273
2022 Q4	$24.5K	Buy	+144	New	+$24.2K	0.01%	228
2022 Q3	–	Sell	-144	Closed	-$23K	–	276
2022 Q2	$23K	Hold	144	–	–	0.01%	230
2022 Q1	$28K	Hold	144	–	–	0.01%	241
2021 Q4	$28K	Hold	144	–	–	0.01%	242
2021 Q3	$25K	Hold	144	–	–	0.01%	221
2021 Q2	$26K	Hold	144	–	–	0.01%	217
2021 Q1	$25K	Buy	+144	New	+$23.7K	0.01%	212

Other funds holding VAW

Bank of America

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

Manulife (Manufacturers Life Insurance)

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

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

EP Wealth Advisors Torrance, California $20.3B AUM

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

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return