AIA
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Alera Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-42
Closed -$4K – 970
2019
Q1 		$4K Hold
42
– – ﹤0.01% 696
2018
Q4 		$3K Buy
+42
New +$3.85K ﹤0.01% 711

Other funds holding VDE

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alera Investment Advisors's VDE Position: Q2 2019 in Review

Alera Investment Advisors sold out of Vanguard Energy ETF (VDE) in Q2 2019, closing a stake of 42 shares — an estimated $4K sold.

Alera Investment Advisors first reported a position in VDE in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 316 funds tracked by Wall St. Rank hold VDE as of Q2 2019.

  • Alera Investment Advisors reported no remaining Vanguard Energy ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 42 Vanguard Energy ETF shares in Q2 2019, an estimated $4K.
  • Alera Investment Advisors first reported a position in Vanguard Energy ETF in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Vanguard Energy ETF position peaked at $4K in Q1 2019.
  • 316 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.