APW
VDE icon

Aurora Private Wealth’s Vanguard Energy ETF VDE Stock Holding History

Aurora Private Wealth’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
Q1 		– Sell
-3,927
Closed -$204K – 236
2020
Q4 		$204K Buy
+3,927
New +$184K 0.09% 202

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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 $666B AUM 30.12% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Aurora Private Wealth's VDE Position: Q1 2021 in Review

Aurora Private Wealth sold out of Vanguard Energy ETF (VDE) in Q1 2021, closing a stake of 3,927 shares — an estimated $204K sold.

Aurora Private Wealth first reported a position in VDE in Q4 2020 and held it in 1 quarter. The position peaked at $204K in Q4 2020. 396 funds tracked by Wall St. Rank hold VDE as of Q1 2021.

  • Aurora Private Wealth reported no remaining Vanguard Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Aurora Private Wealth sold 3,927 Vanguard Energy ETF shares in Q1 2021, an estimated $204K.
  • Aurora Private Wealth first reported a position in Vanguard Energy ETF in Q4 2020 and held it in 1 quarter.
  • Aurora Private Wealth's Vanguard Energy ETF position peaked at $204K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2021.

Based on Aurora Private Wealth's 13F filing for Q1 2021, filed 19 Apr 2021.