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

TCI 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
2022 Q4	–	Sell	-5	Closed	-$1K	–	2657
2022 Q3	$1K	Buy	+5	New	+$825	﹤0.01%	2174
2021 Q4	–	Sell	-27	Closed	-$5K	–	2534
2021 Q3	$5K	Buy	+27	New	+$4.91K	﹤0.01%	1663
2020 Q2	–	Sell	-8	Closed	-$1K	–	1670
2020 Q1	$1K	Sell	8 -12	-60%	-$1.42K	﹤0.01%	1363
2019 Q4	$3K	Buy	20 +8	+67%	+$1.03K	﹤0.01%	1059
2019 Q3	$2K	Hold	12	–	–	﹤0.01%	1162
2019 Q2	$2K	Buy	+12	New	+$1.49K	﹤0.01%	1080

Other funds holding VAW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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 $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCI Wealth Advisors's VAW Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Vanguard Materials ETF (VAW) in Q4 2022, closing a stake of 5 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in VAW in Q2 2019 and held it in 6 quarters. The position peaked at $5K in Q3 2021. 353 funds tracked by Wall St. Rank hold VAW as of Q4 2022.

TCI Wealth Advisors reported no remaining Vanguard Materials ETF position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 5 Vanguard Materials ETF shares in Q4 2022, an estimated $1K.
TCI Wealth Advisors first reported a position in Vanguard Materials ETF in Q2 2019 and held it in 6 quarters.
TCI Wealth Advisors's Vanguard Materials ETF position peaked at $5K in Q3 2021.
353 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.