Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Vanguard Materials ETF VAW Stock Holding History

Wealth Enhancement Advisory Services’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
2026 Q2	$2.44M	Buy	13,784 +699	+5%	+$162K	﹤0.01%	1446
2026 Q1	$2.44M	Sell	13,085 -1,217	-9%	-$278K	0.01%	1285
2025 Q4	$3.14M	Buy	14,302 +170	+1%	+$34.3K	﹤0.01%	1256
2025 Q3	$2.89M	Buy	14,132 +1,212	+9%	+$246K	﹤0.01%	1242
2025 Q2	$2.62M	Buy	12,920 +246	+2%	+$46.1K	﹤0.01%	1221
2025 Q1	$2.39M	Buy	12,674 +3,834	+43%	+$743K	﹤0.01%	1156
2024 Q4	$1.66M	Buy	8,840 +349	+4%	+$71.8K	﹤0.01%	1270
2024 Q3	$1.8M	Buy	8,491 +964	+13%	+$193K	﹤0.01%	1109
2024 Q2	$1.45M	Buy	7,527 +258	+4%	+$51.3K	﹤0.01%	1121
2024 Q1	$1.49M	Buy	7,269 +67	+0.9%	+$12.7K	﹤0.01%	1078
2023 Q4	$1.37M	Buy	7,202 +384	+6%	+$67.4K	﹤0.01%	1036
2023 Q3	$1.18M	Buy	+6,818	New	+$1.23M	﹤0.01%	1033

Other funds holding VAW

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return