White Lighthouse Investment Management’s Vanguard Materials ETF VAW Stock Holding History

White Lighthouse Investment Management’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	–	Sell	-3,167	Closed	-$425K	–	128
2019 Q4	$425K	Sell	3,167 -480	-13%	-$61.9K	0.16%	86
2019 Q3	$461K	Buy	3,647 +845	+30%	+$106K	0.19%	81
2019 Q2	$359K	Sell	2,802 -1,185	-30%	-$147K	0.15%	89
2019 Q1	$491K	Sell	3,987 -1,470	-27%	-$176K	0.23%	76
2018 Q4	$605K	Sell	5,457 -2,225	-29%	-$264K	0.33%	65
2018 Q3	$1.01M	Sell	7,682 -410	-5%	-$54.8K	0.51%	46
2018 Q2	$1.06M	Buy	8,092 +485	+6%	+$64.5K	0.58%	43
2018 Q1	$981K	Buy	7,607 +630	+9%	+$86.2K	0.56%	45
2017 Q4	$953K	Buy	+6,977	New	+$928K	0.55%	49

Other funds holding VAW

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PCA

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

Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

White Lighthouse Investment Management's VAW Position: Q1 2020 in Review

White Lighthouse Investment Management sold out of Vanguard Materials ETF (VAW) in Q1 2020, closing a stake of 3,167 shares — an estimated $425K sold.

White Lighthouse Investment Management first reported a position in VAW in Q4 2017 and held it in 9 quarters. The position peaked at $1.06M in Q2 2018. 206 funds tracked by Wall St. Rank hold VAW as of Q1 2020.

White Lighthouse Investment Management reported no remaining Vanguard Materials ETF position as of Q1 2020 after selling out during the quarter.
White Lighthouse Investment Management sold 3,167 Vanguard Materials ETF shares in Q1 2020, an estimated $425K.
White Lighthouse Investment Management first reported a position in Vanguard Materials ETF in Q4 2017 and held it in 9 quarters.
White Lighthouse Investment Management's Vanguard Materials ETF position peaked at $1.06M in Q2 2018.
206 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q1 2020.

Based on White Lighthouse Investment Management's 13F filing for Q1 2020, filed 7 Apr 2020.