Vickerman & Driscoll Financial Advisors’s Vanguard Materials ETF VAW Stock Holding History

Vickerman & Driscoll Financial 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
2020 Q1	$2.01M	Buy	20,863 +1,518	+8%	+$180K	1.23%	24
2019 Q4	$2.6M	Buy	19,345 +951	+5%	+$123K	1.31%	25
2019 Q3	$2.33M	Buy	18,394 +54	+0.3%	+$6.78K	1.28%	24
2019 Q2	$2.35M	Buy	18,340 +59	+0.3%	+$7.32K	1.3%	24
2019 Q1	$2.25M	Sell	18,281 -574	-3%	-$68.9K	1.27%	23
2018 Q4	$2.09M	Sell	18,855 -1,184	-6%	-$140K	1.62%	13
2018 Q3	$2.63M	Sell	20,039 -4,818	-19%	-$644K	1.83%	12
2018 Q2	$3.27M	Sell	24,857 -730	-3%	-$97.1K	2.39%	10
2018 Q1	$3.3M	Buy	25,587 +734	+3%	+$100K	2.43%	11
2017 Q4	$3.4M	Buy	+24,853	New	+$3.31M	2.67%	10

Other funds holding VAW

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

PCA

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

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

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

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

Vickerman & Driscoll Financial Advisors's VAW Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its Vanguard Materials ETF (VAW) stake by 7.8% in Q1 2020, buying an estimated $180K and bringing the position to 20,863 shares worth $2.01M. The position accounts for 1.23% of the portfolio, ranked #24.

Vickerman & Driscoll Financial Advisors first reported a position in VAW in Q4 2017 and has held it in 10 quarters since. The position peaked at $3.4M in Q4 2017. 207 funds tracked by Wall St. Rank hold VAW as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 20,863 shares of Vanguard Materials ETF worth $2.01M as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 1,518 Vanguard Materials ETF shares in Q1 2020, an estimated $180K.
Vanguard Materials ETF made up 1.23% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #24 holding.
Vickerman & Driscoll Financial Advisors first reported a position in Vanguard Materials ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's Vanguard Materials ETF position peaked at $3.4M in Q4 2017.
207 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.