PWM
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Perigon Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Perigon 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
2022
Q2 		– Sell
-1,125
Closed -$218K – 619
2022
Q1 		$218K Hold
1,125
– – 0.02% 563
2021
Q4 		$221K Buy
+1,125
New +$212K 0.02% 533
2021
Q1 		– Sell
-578
Closed -$91K – 1013
2020
Q4 		$91K Buy
+578
New +$85.1K 0.01% 566
2018
Q2 		– Sell
-570
Closed -$73K – 570
2018
Q1 		$73K Hold
570
– – 0.03% 268
2017
Q4 		$78K Buy
+570
New +$75.8K 0.03% 237

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return