Tradition Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Tradition Wealth Management’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 Q3	–	Sell	-124	Closed	-$20K	–	1215
2022 Q2	$20K	Hold	124	–	–	﹤0.01%	650
2022 Q1	$24K	Hold	124	–	–	﹤0.01%	679
2021 Q4	$24K	Hold	124	–	–	﹤0.01%	691
2021 Q3	$21K	Hold	124	–	–	﹤0.01%	717
2021 Q2	$22K	Buy	+124	New	+$22.9K	﹤0.01%	741

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tradition Wealth Management's VAW Position: Q3 2022 in Review

Tradition Wealth Management sold out of Vanguard Materials ETF (VAW) in Q3 2022, closing a stake of 124 shares — an estimated $20K sold.

Tradition Wealth Management first reported a position in VAW in Q2 2021 and held it in 5 quarters. The position peaked at $24K in Q1 2022. 324 funds tracked by Wall St. Rank hold VAW as of Q3 2022.

Tradition Wealth Management reported no remaining Vanguard Materials ETF position as of Q3 2022 after selling out during the quarter.
Tradition Wealth Management sold 124 Vanguard Materials ETF shares in Q3 2022, an estimated $20K.
Tradition Wealth Management first reported a position in Vanguard Materials ETF in Q2 2021 and held it in 5 quarters.
Tradition Wealth Management's Vanguard Materials ETF position peaked at $24K in Q1 2022.
324 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2022.

Based on Tradition Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.