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Baltimore-Washington Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Baltimore-Washington Financial 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
2014
Q4 		– Sell
-23
Closed -$3K – 311
2014
Q3 		$3K Buy
+23
New +$3.21K ﹤0.01% 257

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Baltimore-Washington Financial Advisors's VDE Position: Q4 2014 in Review

Baltimore-Washington Financial Advisors sold out of Vanguard Energy ETF (VDE) in Q4 2014, closing a stake of 23 shares — an estimated $3K sold.

Baltimore-Washington Financial Advisors first reported a position in VDE in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 192 funds tracked by Wall St. Rank hold VDE as of Q4 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Vanguard Energy ETF position as of Q4 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 23 Vanguard Energy ETF shares in Q4 2014, an estimated $3K.
  • Baltimore-Washington Financial Advisors first reported a position in Vanguard Energy ETF in Q3 2014 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Vanguard Energy ETF position peaked at $3K in Q3 2014.
  • 192 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2014, filed 21 Jan 2015.