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Selective Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Selective 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
Q4 		– Sell
-528
Closed -$78K – 691
2022
Q3 		$78K Hold
528
– – 0.03% 240
2022
Q2 		$85K Buy
528
+106
+25% +$19.4K 0.03% 246
2022
Q1 		$82K Buy
+422
New +$78.9K 0.03% 232

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Selective Wealth Management's VAW Position: Q4 2022 in Review

Selective Wealth Management sold out of Vanguard Materials ETF (VAW) in Q4 2022, closing a stake of 528 shares — an estimated $78K sold.

Selective Wealth Management first reported a position in VAW in Q1 2022 and held it in 3 quarters. The position peaked at $85K in Q2 2022. 354 funds tracked by Wall St. Rank hold VAW as of Q4 2022.

  • Selective Wealth Management reported no remaining Vanguard Materials ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 528 Vanguard Materials ETF shares in Q4 2022, an estimated $78K.
  • Selective Wealth Management first reported a position in Vanguard Materials ETF in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Vanguard Materials ETF position peaked at $85K in Q2 2022.
  • 354 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.