American Financial Network Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

American Financial Network Advisory Services’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	$301K	Sell	3,864 -1,927	-33%	-$154K	0.45%	58
2019 Q2	$486K	Sell	5,791 -344	-6%	-$29.6K	0.38%	74
2019 Q1	$547K	Buy	+6,135	New	+$533K	0.4%	69
2018 Q1	–	Sell	-1,120	Closed	-$111K	–	570
2017 Q4	$111K	Sell	1,120 -532	-32%	-$50K	0.05%	247
2017 Q3	$155K	Buy	+1,652	New	+$147K	0.07%	231

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Financial Network Advisory Services's VDE Position: Q3 2019 in Review

American Financial Network Advisory Services reduced its Vanguard Energy ETF (VDE) stake by 33% in Q3 2019, selling an estimated $154K and leaving 3,864 shares worth $301K. The position accounts for 0.45% of the portfolio, ranked #58.

American Financial Network Advisory Services first reported a position in VDE in Q3 2017 and has held it in 5 quarters since. The position peaked at $547K in Q1 2019. 281 funds tracked by Wall St. Rank hold VDE as of Q3 2019.

American Financial Network Advisory Services held 3,864 shares of Vanguard Energy ETF worth $301K as of Q3 2019.
American Financial Network Advisory Services sold 1,927 Vanguard Energy ETF shares in Q3 2019, an estimated $154K.
Vanguard Energy ETF made up 0.45% of American Financial Network Advisory Services's portfolio in Q3 2019, its #58 holding.
American Financial Network Advisory Services first reported a position in Vanguard Energy ETF in Q3 2017 and has held it in 5 quarters since.
American Financial Network Advisory Services's Vanguard Energy ETF position peaked at $547K in Q1 2019.
281 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2019.

Based on American Financial Network Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.