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WealthShield Partners’s Vanguard Materials ETF VAW Stock Holding History

WealthShield Partners’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
Q4 		– Sell
-39
Closed -$5K – 417
2020
Q3 		$5K Sell
39
-85
-69% -$11.3K ﹤0.01% 364
2020
Q2 		$15K Buy
+124
New +$13.9K 0.01% 286
2018
Q4 		– Sell
-12
Closed -$2K – 283
2018
Q3 		$2K Buy
+12
New +$1.6K ﹤0.01% 244

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WealthShield Partners's VAW Position: Q4 2020 in Review

WealthShield Partners sold out of Vanguard Materials ETF (VAW) in Q4 2020, closing a stake of 39 shares — an estimated $5K sold.

WealthShield Partners first reported a position in VAW in Q3 2018 and held it in 3 quarters. The position peaked at $15K in Q2 2020. 255 funds tracked by Wall St. Rank hold VAW as of Q4 2020.

  • WealthShield Partners reported no remaining Vanguard Materials ETF position as of Q4 2020 after selling out during the quarter.
  • WealthShield Partners sold 39 Vanguard Materials ETF shares in Q4 2020, an estimated $5K.
  • WealthShield Partners first reported a position in Vanguard Materials ETF in Q3 2018 and held it in 3 quarters.
  • WealthShield Partners's Vanguard Materials ETF position peaked at $15K in Q2 2020.
  • 255 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2020.

Based on WealthShield Partners's 13F filing for Q4 2020, filed 16 Feb 2021.