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Transform Wealth’s Vanguard Materials ETF VAW Stock Holding History

Transform Wealth’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
2021
Q3 		– Sell
-12,931
Closed -$2.34M – 236
2021
Q2 		$2.34M Buy
+12,931
New +$2.39M 0.29% 85

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Transform Wealth's VAW Position: Q3 2021 in Review

Transform Wealth sold out of Vanguard Materials ETF (VAW) in Q3 2021, closing a stake of 12,931 shares — an estimated $2.34M sold.

Transform Wealth first reported a position in VAW in Q2 2021 and held it in 1 quarter. The position peaked at $2.34M in Q2 2021. 305 funds tracked by Wall St. Rank hold VAW as of Q3 2021.

  • Transform Wealth reported no remaining Vanguard Materials ETF position as of Q3 2021 after selling out during the quarter.
  • Transform Wealth sold 12,931 Vanguard Materials ETF shares in Q3 2021, an estimated $2.34M.
  • Transform Wealth first reported a position in Vanguard Materials ETF in Q2 2021 and held it in 1 quarter.
  • Transform Wealth's Vanguard Materials ETF position peaked at $2.34M in Q2 2021.
  • 305 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2021.

Based on Transform Wealth's 13F filing for Q3 2021, filed 15 Oct 2021.