Brandywine Oak Private Wealth’s Vanguard Energy ETF VDE Stock Holding History

Brandywine Oak 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
2020 Q1	–	Sell	-8,947	Closed	-$729K	–	258
2019 Q4	$729K	Buy	+8,947	New	+$696K	0.13%	82
2019 Q3	–	Sell	-71,813	Closed	-$6.11M	–	246
2019 Q2	$6.11M	Buy	71,813 +60	+0.1%	+$5.17K	1.22%	19
2019 Q1	$6.41M	Buy	71,753 +14,097	+24%	+$1.22M	1.34%	20
2018 Q4	$4.41M	Buy	+57,656	New	+$5.28M	0.99%	23

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 21.71% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brandywine Oak Private Wealth's VDE Position: Q1 2020 in Review

Brandywine Oak Private Wealth sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 8,947 shares — an estimated $729K sold.

Brandywine Oak Private Wealth first reported a position in VDE in Q4 2018 and held it in 4 quarters. The position peaked at $6.41M in Q1 2019. 286 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

Brandywine Oak Private Wealth reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
Brandywine Oak Private Wealth sold 8,947 Vanguard Energy ETF shares in Q1 2020, an estimated $729K.
Brandywine Oak Private Wealth first reported a position in Vanguard Energy ETF in Q4 2018 and held it in 4 quarters.
Brandywine Oak Private Wealth's Vanguard Energy ETF position peaked at $6.41M in Q1 2019.
286 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2020, filed 6 May 2020.