SSWM
VAW icon

Sheets Smith Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Sheets Smith 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
2023
Q4 		– Sell
-108
Closed -$18.6K – 490
2023
Q3 		$18.6K Buy
+108
New +$19.5K ﹤0.01% 434
2022
Q2 		– Sell
-1,634
Closed -$317K – 345
2022
Q1 		$317K Sell
1,634
-318
-16% -$59.4K 0.04% 274
2021
Q4 		$384K Sell
1,952
-5
-0.3% -$942 0.05% 267
2021
Q3 		$339K Buy
1,957
+347
+22% +$63.1K 0.05% 276
2021
Q2 		$291K Sell
1,610
-4
-0.2% -$739 0.04% 304
2021
Q1 		$279K Sell
1,614
-489
-23% -$80.5K 0.04% 283
2020
Q4 		$330K Sell
2,103
-1,787
-46% -$263K 0.05% 263
2020
Q3 		$524K Buy
+3,890
New +$515K 0.09% 174

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return