SOA Wealth Advisors’s Vanguard Materials ETF VAW Stock Holding History

SOA Wealth Advisors’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
2026 Q1	$6.39K	Hold	28	–	–	﹤0.01%	638
2025 Q4	$5.86K	Hold	28	–	–	﹤0.01%	654
2025 Q3	$5.76K	Hold	28	–	–	﹤0.01%	662
2025 Q2	$5.46K	Hold	28	–	–	﹤0.01%	648
2025 Q1	$5.27K	Hold	28	–	–	﹤0.01%	628
2024 Q4	$5.22K	Hold	28	–	–	﹤0.01%	616
2024 Q3	$5.83K	Buy	28 +1	+4%	+$200	﹤0.01%	594
2024 Q2	$5.29K	Hold	27	–	–	﹤0.01%	601
2024 Q1	$5.61K	Hold	27	–	–	﹤0.01%	605
2023 Q4	$5.2K	Hold	27	–	–	﹤0.01%	594
2023 Q3	$4.67K	Hold	27	–	–	﹤0.01%	624
2023 Q2	$4.91K	Hold	27	–	–	﹤0.01%	626
2023 Q1	$4.79K	Hold	27	–	–	﹤0.01%	625
2022 Q4	$4.57K	Sell	27 -52	-66%	-$8.74K	﹤0.01%	634
2022 Q3	$11K	Hold	79	–	–	﹤0.01%	502
2022 Q2	$12K	Hold	79	–	–	﹤0.01%	476
2022 Q1	$15K	Buy	79 +1	+1%	+$187	﹤0.01%	516
2021 Q4	$15K	Hold	78	–	–	﹤0.01%	504
2021 Q3	$13K	Hold	78	–	–	﹤0.01%	537
2021 Q2	$14K	Buy	+78	New	+$14.4K	﹤0.01%	520

Other funds holding VAW

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return