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Polaris Wealth Advisory Group’s Vanguard Materials ETF VAW Stock Holding History

Polaris Wealth Advisory Group’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
2014
Q2 		– Sell
-820
Closed -$87K – 140
2014
Q1 		$87K Buy
+820
New +$84.4K 0.02% 95

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Polaris Wealth Advisory Group's VAW Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of Vanguard Materials ETF (VAW) in Q2 2014, closing a stake of 820 shares — an estimated $87K sold.

Polaris Wealth Advisory Group first reported a position in VAW in Q1 2014 and held it in 1 quarter. The position peaked at $87K in Q1 2014. 99 funds tracked by Wall St. Rank hold VAW as of Q2 2014.

  • Polaris Wealth Advisory Group reported no remaining Vanguard Materials ETF position as of Q2 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 820 Vanguard Materials ETF shares in Q2 2014, an estimated $87K.
  • Polaris Wealth Advisory Group first reported a position in Vanguard Materials ETF in Q1 2014 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Vanguard Materials ETF position peaked at $87K in Q1 2014.
  • 99 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.