Baystate Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Baystate Wealth Management’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	-89	Closed	-$7K	–	993
2021 Q3	$7K	Sell	89 -293	-77%	-$20.4K	﹤0.01%	572
2021 Q2	$29K	Buy	382 +3	+0.8%	+$217	﹤0.01%	345
2021 Q1	$26K	Buy	379 +4	+1%	+$256	﹤0.01%	332
2020 Q4	$19K	Buy	375 +4	+1%	+$187	﹤0.01%	352
2020 Q3	$15K	Buy	371 +5	+1%	+$238	﹤0.01%	351
2020 Q2	$18K	Buy	366 +4	+1%	+$197	﹤0.01%	323
2020 Q1	$14K	Buy	362 +6	+2%	+$381	﹤0.01%	337
2019 Q4	$29K	Buy	356 +7	+2%	+$545	﹤0.01%	281
2019 Q3	$27K	Hold	349	–	–	﹤0.01%	262
2019 Q2	$30K	Buy	349 +3	+0.9%	+$258	﹤0.01%	270
2019 Q1	$32K	Sell	346 -481	-58%	-$41.8K	﹤0.01%	264
2018 Q4	$72K	Buy	827 +290	+54%	+$26.6K	0.01%	168
2018 Q3	$56K	Buy	537 +198	+58%	+$20.5K	0.01%	190
2018 Q2	$36K	Buy	339 +2	+0.6%	+$205	0.01%	226
2018 Q1	$34K	Hold	337	–	–	0.01%	232
2017 Q4	$36K	Buy	+337	New	+$31.7K	0.01%	235

Other funds holding VDE

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

Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return