20/20 Capital Management’s Vanguard Energy ETF VDE Stock Holding History

20/20 Capital Management’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$2.07M	Sell	27,328 -1,170	-4%	-$84.8K	0.54%	43
2021 Q1	$1.94M	Sell	28,498 -1,133	-4%	-$72.4K	0.56%	42
2020 Q4	$1.65M	Buy	29,631 +2,671	+10%	+$125K	0.48%	49
2020 Q3	$1.09M	Sell	26,960 -922	-3%	-$43.9K	0.41%	54
2020 Q2	$1.4M	Buy	27,882 +92	+0.3%	+$4.54K	0.54%	40
2020 Q1	$1.36M	Buy	27,790 +13,862	+100%	+$880K	0.61%	32
2019 Q4	$1.02M	Buy	+13,928	New	+$1.08M	0.41%	52

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

20/20 Capital Management's VDE Position: Q2 2021 in Review

20/20 Capital Management reduced its Vanguard Energy ETF (VDE) stake by 4.1% in Q2 2021, selling an estimated $84.8K and leaving 27,328 shares worth $2.07M. The position accounts for 0.54% of the portfolio, ranked #43.

20/20 Capital Management first reported a position in VDE in Q4 2019 and has held it in 7 quarters since. 425 funds tracked by Wall St. Rank hold VDE as of Q2 2021.

20/20 Capital Management held 27,328 shares of Vanguard Energy ETF worth $2.07M as of Q2 2021.
20/20 Capital Management sold 1,170 Vanguard Energy ETF shares in Q2 2021, an estimated $84.8K.
Vanguard Energy ETF made up 0.54% of 20/20 Capital Management's portfolio in Q2 2021, its #43 holding.
20/20 Capital Management first reported a position in Vanguard Energy ETF in Q4 2019 and has held it in 7 quarters since.
425 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.