Baldwin Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

Baldwin Wealth Partners’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	-2,660	Closed	-$217K	–	570
2019 Q4	$217K	Hold	2,660	–	–	0.03%	174
2019 Q3	$208K	Hold	2,660	–	–	0.03%	168
2019 Q2	$226K	Hold	2,660	–	–	0.03%	194
2019 Q1	$238K	Hold	2,660	–	–	0.04%	188
2018 Q4	$205K	Hold	2,660	–	–	0.03%	188
2018 Q3	$280K	Hold	2,660	–	–	0.04%	175
2018 Q2	$280K	Hold	2,660	–	–	0.04%	169
2018 Q1	$246K	Hold	2,660	–	–	0.04%	180
2017 Q4	$263K	Hold	2,660	–	–	0.04%	177
2017 Q3	$249K	Hold	2,660	–	–	0.04%	175
2017 Q2	$235K	Hold	2,660	–	–	0.04%	175
2017 Q1	$257K	Hold	2,660	–	–	0.04%	172
2016 Q4	$278K	Hold	2,660	–	–	0.05%	159
2016 Q3	$260K	Hold	2,660	–	–	0.05%	162
2016 Q2	$253K	Hold	2,660	–	–	0.05%	153
2016 Q1	$228K	Sell	2,660 -690	-21%	-$55.3K	0.04%	191
2015 Q4	$278K	Hold	3,350	–	–	0.05%	189
2015 Q3	$284K	Hold	3,350	–	–	0.05%	191
2015 Q2	$358K	Hold	3,350	–	–	0.05%	187
2015 Q1	$366K	Hold	3,350	–	–	0.05%	188
2014 Q4	$374K	Hold	3,350	–	–	0.05%	191
2014 Q3	$439K	Hold	3,350	–	–	0.06%	188
2014 Q2	$482K	Hold	3,350	–	–	0.07%	172
2014 Q1	$430K	Hold	3,350	–	–	0.07%	171
2013 Q4	$424K	Hold	3,350	–	–	0.07%	171
2013 Q3	$400K	Hold	3,350	–	–	0.07%	168
2013 Q2	$377K	Buy	+3,350	New	+$379K	0.07%	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

Baldwin Wealth Partners's VDE Position: Q1 2020 in Review

Baldwin Wealth Partners sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 2,660 shares — an estimated $217K sold.

Baldwin Wealth Partners first reported a position in VDE in Q2 2013 and held it in 27 quarters. The position peaked at $482K in Q2 2014. 285 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

Baldwin Wealth Partners reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
Baldwin Wealth Partners sold 2,660 Vanguard Energy ETF shares in Q1 2020, an estimated $217K.
Baldwin Wealth Partners first reported a position in Vanguard Energy ETF in Q2 2013 and held it in 27 quarters.
Baldwin Wealth Partners's Vanguard Energy ETF position peaked at $482K in Q2 2014.
285 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Baldwin Wealth Partners's 13F filing for Q1 2020, filed 15 Apr 2020.