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

Visionary 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
2024 Q4	–	Sell	-4,209	Closed	-$890K	–	562
2024 Q3	$890K	Sell	4,209 -57	-1%	-$11.4K	0.05%	266
2024 Q2	$822K	Sell	4,266 -31	-0.7%	-$6.16K	0.05%	262
2024 Q1	$878K	Sell	4,297 -13,542	-76%	-$2.57M	0.06%	246
2023 Q4	$3.39M	Buy	17,839 +46	+0.3%	+$8.07K	0.25%	113
2023 Q3	$3.07M	Sell	17,793 -3,131	-15%	-$566K	0.25%	108
2023 Q2	$3.81M	Buy	20,924 +612	+3%	+$107K	0.3%	83
2023 Q1	$3.61M	Buy	20,312 +17,106	+534%	+$3.06M	0.31%	86
2022 Q4	$546K	Sell	3,206 -3,209	-50%	-$539K	0.05%	227
2022 Q3	$952K	Sell	6,415 -3,058	-32%	-$504K	0.1%	172
2022 Q2	$1.52M	Buy	9,473 +3,137	+50%	+$574K	0.14%	137
2022 Q1	$1.23M	Buy	+6,336	New	+$1.18M	0.1%	165

Other funds holding VAW

Bank of America

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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

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