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	–	667
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 $1.65B AUM 17.84% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Atlas Private Wealth Advisors's VDE Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q4 2021, closing a stake of 53 shares — an estimated $4K sold.

Atlas Private Wealth Advisors first reported a position in VDE in Q2 2020 and held it in 6 quarters. The position peaked at $30K in Q2 2020. 478 funds tracked by Wall St. Rank hold VDE as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 53 Vanguard Energy ETF shares in Q4 2021, an estimated $4K.
Atlas Private Wealth Advisors first reported a position in Vanguard Energy ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Vanguard Energy ETF position peaked at $30K in Q2 2020.
478 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.