APWA
VDE icon

Atlas Private Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Atlas Private Wealth Advisors’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
2021
Q4 		– Sell
-53
Closed -$4K – 682
2021
Q3 		$4K Hold
53
– – ﹤0.01% 605
2021
Q2 		$4K Sell
53
-221
-81% -$16K ﹤0.01% 611
2021
Q1 		$19K Sell
274
-161
-37% -$10.3K 0.01% 390
2020
Q4 		$23K Buy
435
+1
+0.2% +$47 0.02% 316
2020
Q3 		$18K Sell
434
-155
-26% -$7.37K 0.02% 323
2020
Q2 		$30K Buy
+589
New +$29.1K 0.03% 267

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return