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Burt Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Burt Wealth 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
2016
Q2 		– Sell
-551
Closed -$47K – 563
2016
Q1 		$47K Hold
551
– – 0.04% 175
2015
Q4 		$45K Buy
+551
New +$50.3K 0.04% 156

Other funds holding VDE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Burt Wealth Advisors's VDE Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q2 2016, closing a stake of 551 shares — an estimated $47K sold.

Burt Wealth Advisors first reported a position in VDE in Q4 2015 and held it in 2 quarters. The position peaked at $47K in Q1 2016. 246 funds tracked by Wall St. Rank hold VDE as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 551 Vanguard Energy ETF shares in Q2 2016, an estimated $47K.
  • Burt Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2015 and held it in 2 quarters.
  • Burt Wealth Advisors's Vanguard Energy ETF position peaked at $47K in Q1 2016.
  • 246 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.