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Almanack Investment Partners’s Vanguard Energy ETF VDE Stock Holding History

Almanack Investment Partners’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
Q1 		– Sell
-44,744
Closed -$3.65M – 304
2019
Q4 		$3.65M Buy
+44,744
New +$3.48M 0.7% 31
2018
Q4 		– Sell
-1,440
Closed -$139K – 261
2018
Q3 		$139K Sell
1,440
-185
-11% -$19.2K 0.04% 223
2018
Q2 		$171K Hold
1,625
– – 0.08% 114
2018
Q1 		$150K Buy
+1,625
New +$157K 0.06% 136

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Almanack Investment Partners's VDE Position: Q1 2020 in Review

Almanack Investment Partners sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 44,744 shares — an estimated $3.65M sold.

Almanack Investment Partners first reported a position in VDE in Q1 2018 and held it in 4 quarters. The position peaked at $3.65M in Q4 2019. 286 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

  • Almanack Investment Partners reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Almanack Investment Partners sold 44,744 Vanguard Energy ETF shares in Q1 2020, an estimated $3.65M.
  • Almanack Investment Partners first reported a position in Vanguard Energy ETF in Q1 2018 and held it in 4 quarters.
  • Almanack Investment Partners's Vanguard Energy ETF position peaked at $3.65M in Q4 2019.
  • 286 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Almanack Investment Partners's 13F filing for Q1 2020, filed 13 May 2020.