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Sowa Financial Group’s Vanguard Materials ETF VAW Stock Holding History

Sowa Financial Group’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
-25
Closed -$3K – 338
2020
Q2 		$3K Hold
25
– – ﹤0.01% 311
2020
Q1 		$2K Hold
25
– – ﹤0.01% 326
2019
Q4 		$3K Buy
+25
New +$3.22K ﹤0.01% 314

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

Sowa Financial Group's VAW Position: Q3 2020 in Review

Sowa Financial Group sold out of Vanguard Materials ETF (VAW) in Q3 2020, closing a stake of 25 shares — an estimated $3K sold.

Sowa Financial Group first reported a position in VAW in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 218 funds tracked by Wall St. Rank hold VAW as of Q3 2020.

  • Sowa Financial Group reported no remaining Vanguard Materials ETF position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 25 Vanguard Materials ETF shares in Q3 2020, an estimated $3K.
  • Sowa Financial Group first reported a position in Vanguard Materials ETF in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's Vanguard Materials ETF position peaked at $3K in Q2 2020.
  • 218 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.