Advantage Investment Management’s Vanguard Energy ETF VDE Stock Holding History

Advantage Investment 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
2019 Q3	$12K	Buy	+150	New	+$12K	0.01%	625
2016 Q4	–	Sell	-50	Closed	-$5K	–	1021
2016 Q3	$5K	Hold	50	–	–	﹤0.01%	746
2016 Q2	$5K	Hold	50	–	–	﹤0.01%	712
2016 Q1	$4K	Hold	50	–	–	﹤0.01%	720
2015 Q4	$4K	Hold	50	–	–	﹤0.01%	727
2015 Q3	$4K	Hold	50	–	–	﹤0.01%	691
2015 Q2	$5K	Sell	50 -55	-52%	-$6.19K	﹤0.01%	704
2015 Q1	$11K	Sell	105 -255	-71%	-$27.9K	0.01%	570
2014 Q4	$40K	Buy	+360	New	+$42.9K	0.03%	337

Other funds holding VDE

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return