Secure Asset Management’s Vanguard Materials ETF VAW Stock Holding History

Secure Asset 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
2020 Q3	–	Sell	-1,978	Closed	-$239K	–	170
2020 Q2	$239K	Buy	+1,978	New	+$222K	0.17%	134

Other funds holding VAW

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Secure Asset Management's VAW Position: Q3 2020 in Review

Secure Asset Management sold out of Vanguard Materials ETF (VAW) in Q3 2020, closing a stake of 1,978 shares — an estimated $239K sold.

Secure Asset Management first reported a position in VAW in Q2 2020 and held it in 1 quarter. The position peaked at $239K in Q2 2020. 218 funds tracked by Wall St. Rank hold VAW as of Q3 2020.

Secure Asset Management reported no remaining Vanguard Materials ETF position as of Q3 2020 after selling out during the quarter.
Secure Asset Management sold 1,978 Vanguard Materials ETF shares in Q3 2020, an estimated $239K.
Secure Asset Management first reported a position in Vanguard Materials ETF in Q2 2020 and held it in 1 quarter.
Secure Asset Management's Vanguard Materials ETF position peaked at $239K in Q2 2020.
218 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2020.

Based on Secure Asset Management's 13F filing for Q3 2020, filed 20 Oct 2020.