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

Altavista 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
2019
Q3 		– Sell
-2,600
Closed -$221K – 166
2019
Q2 		$221K Buy
2,600
+200
+8% +$17.2K 0.07% 154
2019
Q1 		$215K Buy
+2,400
New +$208K 0.08% 149

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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Altavista Wealth Management's VDE Position: Q3 2019 in Review

Altavista Wealth Management sold out of Vanguard Energy ETF (VDE) in Q3 2019, closing a stake of 2,600 shares — an estimated $221K sold.

Altavista Wealth Management first reported a position in VDE in Q1 2019 and held it in 2 quarters. The position peaked at $221K in Q2 2019. 282 funds tracked by Wall St. Rank hold VDE as of Q3 2019.

  • Altavista Wealth Management reported no remaining Vanguard Energy ETF position as of Q3 2019 after selling out during the quarter.
  • Altavista Wealth Management sold 2,600 Vanguard Energy ETF shares in Q3 2019, an estimated $221K.
  • Altavista Wealth Management first reported a position in Vanguard Energy ETF in Q1 2019 and held it in 2 quarters.
  • Altavista Wealth Management's Vanguard Energy ETF position peaked at $221K in Q2 2019.
  • 282 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2019.

Based on Altavista Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.