C.M. Bidwell & Associates’s Vanguard Energy ETF VDE Stock Holding History

C.M. Bidwell & Associates’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
2019 Q3	–	Sell	-480	Closed	-$41K	–	481
2019 Q2	$41K	Buy	+480	New	+$41.3K	0.04%	259
2018 Q4	–	Sell	-109	Closed	-$12K	–	470
2018 Q3	$12K	Buy	109 +1	+0.9%	+$104	0.01%	291
2018 Q2	$11K	Hold	108	–	–	0.01%	310
2018 Q1	$10K	Buy	108 +1	+0.9%	+$97	0.01%	302
2017 Q4	$11K	Buy	+107	New	+$10.1K	0.01%	302
2016 Q4	–	Sell	-103	Closed	-$10K	–	310
2016 Q3	$10K	Buy	+103	New	+$9.78K	﹤0.01%	244
2015 Q3	–	Sell	-2,330	Closed	-$249K	–	283
2015 Q2	$249K	Sell	2,330 -70	-3%	-$7.87K	0.06%	143
2015 Q1	$262K	Hold	2,400	–	–	0.06%	130
2014 Q4	$268K	Buy	+2,400	New	+$286K	0.06%	135

Other funds holding VDE

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

Wealthfront Advisers

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

Manulife (Manufacturers Life Insurance)

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

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

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

Bank of America

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

Envestnet Asset Management

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return