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Wilson & Boucher Capital Management’s Vanguard Materials ETF VAW Stock Holding History

Wilson & Boucher Capital 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
2023
Q3 		– Sell
-730
Closed -$133K – 113
2023
Q2 		$133K Buy
+730
New +$128K 0.12% 110

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Envestnet Asset Management
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Osaic Holdings
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wilson & Boucher Capital Management's VAW Position: Q3 2023 in Review

Wilson & Boucher Capital Management sold out of Vanguard Materials ETF (VAW) in Q3 2023, closing a stake of 730 shares — an estimated $133K sold.

Wilson & Boucher Capital Management first reported a position in VAW in Q2 2023 and held it in 1 quarter. The position peaked at $133K in Q2 2023. 340 funds tracked by Wall St. Rank hold VAW as of Q3 2023.

  • Wilson & Boucher Capital Management reported no remaining Vanguard Materials ETF position as of Q3 2023 after selling out during the quarter.
  • Wilson & Boucher Capital Management sold 730 Vanguard Materials ETF shares in Q3 2023, an estimated $133K.
  • Wilson & Boucher Capital Management first reported a position in Vanguard Materials ETF in Q2 2023 and held it in 1 quarter.
  • Wilson & Boucher Capital Management's Vanguard Materials ETF position peaked at $133K in Q2 2023.
  • 340 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2023.

Based on Wilson & Boucher Capital Management's 13F filing for Q3 2023, filed 16 Nov 2023.