Outlook Wealth Advisors’s Vanguard Materials ETF VAW Stock Holding History

Outlook Wealth 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
2022 Q3	–	Sell	-3,293	Closed	-$528K	–	197
2022 Q2	$528K	Sell	3,293 -220	-6%	-$40.3K	0.22%	122
2022 Q1	$682K	Sell	3,513 -109	-3%	-$20.4K	0.23%	110
2021 Q4	$713K	Sell	3,622 -190	-5%	-$35.8K	0.21%	108
2021 Q3	$660K	Sell	3,812 -69	-2%	-$12.5K	0.22%	114
2021 Q2	$702K	Buy	3,881 +102	+3%	+$18.8K	0.22%	109
2021 Q1	$654K	Buy	+3,779	New	+$622K	0.23%	111

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 $432B 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 $666B 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 $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return