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Sterling Investment Advisors (Pennsylvania)’s Vanguard Materials ETF VAW Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2019
Q4 		– Sell
-83
Closed -$10K – 443
2019
Q3 		$10K Hold
83
– – 0.01% 344
2019
Q2 		$11K Buy
+83
New +$10.3K 0.01% 346

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s VAW Position: Q4 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Vanguard Materials ETF (VAW) in Q4 2019, closing a stake of 83 shares — an estimated $10K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in VAW in Q2 2019 and held it in 2 quarters. The position peaked at $11K in Q2 2019. 244 funds tracked by Wall St. Rank hold VAW as of Q4 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Vanguard Materials ETF position as of Q4 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 83 Vanguard Materials ETF shares in Q4 2019, an estimated $10K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Materials ETF in Q2 2019 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Vanguard Materials ETF position peaked at $11K in Q2 2019.
  • 244 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2019, filed 10 Feb 2020.