AWM
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AllSquare Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

AllSquare Wealth 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
2020
Q4 		– Sell
-200
Closed -$8K – 490
2020
Q3 		$8K Hold
200
– – 0.01% 354
2020
Q2 		$10K Buy
+200
New +$9.87K 0.01% 342

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BO
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AllSquare Wealth Management's VDE Position: Q4 2020 in Review

AllSquare Wealth Management sold out of Vanguard Energy ETF (VDE) in Q4 2020, closing a stake of 200 shares — an estimated $8K sold.

AllSquare Wealth Management first reported a position in VDE in Q2 2020 and held it in 2 quarters. The position peaked at $10K in Q2 2020. 346 funds tracked by Wall St. Rank hold VDE as of Q4 2020.

  • AllSquare Wealth Management reported no remaining Vanguard Energy ETF position as of Q4 2020 after selling out during the quarter.
  • AllSquare Wealth Management sold 200 Vanguard Energy ETF shares in Q4 2020, an estimated $8K.
  • AllSquare Wealth Management first reported a position in Vanguard Energy ETF in Q2 2020 and held it in 2 quarters.
  • AllSquare Wealth Management's Vanguard Energy ETF position peaked at $10K in Q2 2020.
  • 346 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2020.

Based on AllSquare Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.