PCI
VAW icon

Planning Center Inc’s Vanguard Materials ETF VAW Stock Holding History

Planning Center Inc’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
-1,436
Closed -$244K – 72
2022
Q4 		$244K Hold
1,436
– – 0.07% 60
2022
Q3 		$218K Hold
1,436
– – 0.17% 39
2022
Q2 		$228K Hold
1,436
– – 0.18% 43
2022
Q1 		$279K Hold
1,436
– – 0.8% 32
2021
Q4 		$268K Buy
+1,436
New +$270K 0.21% 39

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Planning Center Inc's VAW Position: Q1 2023 in Review

Planning Center Inc sold out of Vanguard Materials ETF (VAW) in Q1 2023, closing a stake of 1,436 shares — an estimated $244K sold.

Planning Center Inc first reported a position in VAW in Q4 2021 and held it in 5 quarters. The position peaked at $279K in Q1 2022. 339 funds tracked by Wall St. Rank hold VAW as of Q1 2023.

  • Planning Center Inc reported no remaining Vanguard Materials ETF position as of Q1 2023 after selling out during the quarter.
  • Planning Center Inc sold 1,436 Vanguard Materials ETF shares in Q1 2023, an estimated $244K.
  • Planning Center Inc first reported a position in Vanguard Materials ETF in Q4 2021 and held it in 5 quarters.
  • Planning Center Inc's Vanguard Materials ETF position peaked at $279K in Q1 2022.
  • 339 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2023.

Based on Planning Center Inc's 13F filing for Q1 2023, filed 17 Apr 2023.