WFO
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Wealthgate Family Office’s Vanguard Materials ETF VAW Stock Holding History

Wealthgate Family Office’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
Q4 		– Sell
-13
Closed -$2K – 55
2021
Q3 		$2K Buy
+13
New +$2.36K ﹤0.01% 53

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $85.1B AUM 27.35% 1-Year Est. Return

Wealthgate Family Office's VAW Position: Q4 2021 in Review

Wealthgate Family Office sold out of Vanguard Materials ETF (VAW) in Q4 2021, closing a stake of 13 shares — an estimated $2K sold.

Wealthgate Family Office first reported a position in VAW in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 360 funds tracked by Wall St. Rank hold VAW as of Q4 2021.

  • Wealthgate Family Office reported no remaining Vanguard Materials ETF position as of Q4 2021 after selling out during the quarter.
  • Wealthgate Family Office sold 13 Vanguard Materials ETF shares in Q4 2021, an estimated $2K.
  • Wealthgate Family Office first reported a position in Vanguard Materials ETF in Q3 2021 and held it in 1 quarter.
  • Wealthgate Family Office's Vanguard Materials ETF position peaked at $2K in Q3 2021.
  • 360 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2021.

Based on Wealthgate Family Office's 13F filing for Q4 2021, filed 14 Feb 2022.