Altium Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Altium 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 Q1	–	Sell	-3,500	Closed	-$285K	–	361
2019 Q4	$285K	Sell	3,500 -265	-7%	-$20.6K	0.03%	227
2019 Q3	$294K	Sell	3,765 -300	-7%	-$24K	0.04%	219
2019 Q2	$346K	Sell	4,065 -40	-1%	-$3.44K	0.05%	201
2019 Q1	$367K	Sell	4,105 -355	-8%	-$30.8K	0.06%	195
2018 Q4	$344K	Sell	4,460 -72	-2%	-$6.59K	0.07%	187
2018 Q3	$476K	Buy	+4,532	New	+$470K	0.09%	161

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Altium Wealth Management's VDE Position: Q1 2020 in Review

Altium Wealth Management sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 3,500 shares — an estimated $285K sold.

Altium Wealth Management first reported a position in VDE in Q3 2018 and held it in 6 quarters. The position peaked at $476K in Q3 2018. 285 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

Altium Wealth Management reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
Altium Wealth Management sold 3,500 Vanguard Energy ETF shares in Q1 2020, an estimated $285K.
Altium Wealth Management first reported a position in Vanguard Energy ETF in Q3 2018 and held it in 6 quarters.
Altium Wealth Management's Vanguard Energy ETF position peaked at $476K in Q3 2018.
285 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Altium Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.