TCWP’s Vanguard Materials ETF VAW Stock Holding History

TCWP’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 Q2	–	Sell	-135	Closed	-$26K	–	1677
2022 Q1	$26K	Buy	+135	New	+$25.2K	﹤0.01%	631

Other funds holding VAW

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCWP's VAW Position: Q2 2022 in Review

TCWP sold out of Vanguard Materials ETF (VAW) in Q2 2022, closing a stake of 135 shares — an estimated $26K sold.

TCWP first reported a position in VAW in Q1 2022 and held it in 1 quarter. The position peaked at $26K in Q1 2022. 345 funds tracked by Wall St. Rank hold VAW as of Q2 2022.

TCWP reported no remaining Vanguard Materials ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 135 Vanguard Materials ETF shares in Q2 2022, an estimated $26K.
TCWP first reported a position in Vanguard Materials ETF in Q1 2022 and held it in 1 quarter.
TCWP's Vanguard Materials ETF position peaked at $26K in Q1 2022.
345 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.