PWP
VAW icon

Principle Wealth Partners’s Vanguard Materials ETF VAW Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-7
Closed -$1K – 409
2020
Q2 		$1K Buy
+7
New +$787 ﹤0.01% 468

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principle Wealth Partners's VAW Position: Q3 2020 in Review

Principle Wealth Partners sold out of Vanguard Materials ETF (VAW) in Q3 2020, closing a stake of 7 shares — an estimated $1K sold.

Principle Wealth Partners first reported a position in VAW in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 218 funds tracked by Wall St. Rank hold VAW as of Q3 2020.

  • Principle Wealth Partners reported no remaining Vanguard Materials ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 7 Vanguard Materials ETF shares in Q3 2020, an estimated $1K.
  • Principle Wealth Partners first reported a position in Vanguard Materials ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Vanguard Materials ETF position peaked at $1K in Q2 2020.
  • 218 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.