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Optimum Investment Advisors’s Vanguard Materials ETF VAW Stock Holding History

Optimum Investment Advisors’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
2019
Q3 		– Sell
-200
Closed -$26K – 1030
2019
Q2 		$26K Hold
200
– – 0.01% 637
2019
Q1 		$25K Hold
200
– – 0.01% 648
2018
Q4 		$22K Hold
200
– – 0.01% 642
2018
Q3 		$26K Hold
200
– – 0.01% 680
2018
Q2 		$26K Hold
200
– – 0.01% 679
2018
Q1 		$26K Buy
+200
New +$27.4K 0.01% 665

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Optimum Investment Advisors's VAW Position: Q3 2019 in Review

Optimum Investment Advisors sold out of Vanguard Materials ETF (VAW) in Q3 2019, closing a stake of 200 shares — an estimated $26K sold.

Optimum Investment Advisors first reported a position in VAW in Q1 2018 and held it in 6 quarters. The position peaked at $26K in Q2 2019. 215 funds tracked by Wall St. Rank hold VAW as of Q3 2019.

  • Optimum Investment Advisors reported no remaining Vanguard Materials ETF position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 Vanguard Materials ETF shares in Q3 2019, an estimated $26K.
  • Optimum Investment Advisors first reported a position in Vanguard Materials ETF in Q1 2018 and held it in 6 quarters.
  • Optimum Investment Advisors's Vanguard Materials ETF position peaked at $26K in Q2 2019.
  • 215 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.