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Accurate Investment Solutions’s Vanguard Energy ETF VDE Stock Holding History

Accurate Investment Solutions’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
2018
Q3 		– Sell
-64
Closed -$7K – 515
2018
Q2 		$7K Buy
64
+14
+28% +$1.43K 0.01% 311
2018
Q1 		$5K Hold
50
– – ﹤0.01% 334
2017
Q4 		$5K Hold
50
– – ﹤0.01% 326
2017
Q3 		$5K Buy
+50
New +$4.44K ﹤0.01% 324

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Accurate Investment Solutions's VDE Position: Q3 2018 in Review

Accurate Investment Solutions sold out of Vanguard Energy ETF (VDE) in Q3 2018, closing a stake of 64 shares — an estimated $7K sold.

Accurate Investment Solutions first reported a position in VDE in Q3 2017 and held it in 4 quarters. The position peaked at $7K in Q2 2018. 337 funds tracked by Wall St. Rank hold VDE as of Q3 2018.

  • Accurate Investment Solutions reported no remaining Vanguard Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 64 Vanguard Energy ETF shares in Q3 2018, an estimated $7K.
  • Accurate Investment Solutions first reported a position in Vanguard Energy ETF in Q3 2017 and held it in 4 quarters.
  • Accurate Investment Solutions's Vanguard Energy ETF position peaked at $7K in Q2 2018.
  • 337 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.