Bigelow Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Bigelow Investment 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
2020 Q1	–	Sell	-3,101	Closed	-$253K	–	154
2019 Q4	$253K	Sell	3,101 -25	-0.8%	-$1.95K	0.15%	140
2019 Q3	$244K	Hold	3,126	–	–	0.16%	138
2019 Q2	$266K	Hold	3,126	–	–	0.18%	131
2019 Q1	$279K	Sell	3,126 -500	-14%	-$43.4K	0.19%	125
2018 Q4	$280K	Hold	3,626	–	–	0.21%	123
2018 Q3	$381K	Buy	3,626 +160	+5%	+$16.6K	0.26%	113
2018 Q2	$364K	Buy	3,466 +400	+13%	+$40.9K	0.25%	115
2018 Q1	$283K	Hold	3,066	–	–	0.19%	129
2017 Q4	$303K	Buy	+3,066	New	+$288K	0.3%	83

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

Bigelow Investment Advisors's VDE Position: Q1 2020 in Review

Bigelow Investment Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 3,101 shares — an estimated $253K sold.

Bigelow Investment Advisors first reported a position in VDE in Q4 2017 and held it in 9 quarters. The position peaked at $381K in Q3 2018. 285 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

Bigelow Investment Advisors reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
Bigelow Investment Advisors sold 3,101 Vanguard Energy ETF shares in Q1 2020, an estimated $253K.
Bigelow Investment Advisors first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 9 quarters.
Bigelow Investment Advisors's Vanguard Energy ETF position peaked at $381K in Q3 2018.
285 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Bigelow Investment Advisors's 13F filing for Q1 2020, filed 5 May 2020.