CFO4Life Group’s Vanguard Energy ETF VDE Stock Holding History

CFO4Life Group’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 Q2	–	Sell	-2,325	Closed	-$208K	–	130
2019 Q1	$208K	Buy	+2,325	New	+$202K	0.1%	111
2018 Q4	–	Sell	-10,075	Closed	-$1.06M	–	140
2018 Q3	$1.06M	Sell	10,075 -81	-0.8%	-$8.4K	0.47%	44
2018 Q2	$1.07M	Buy	+10,156	New	+$1.04M	0.45%	42

Other funds holding VDE

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

CFO4Life Group's VDE Position: Q2 2019 in Review

CFO4Life Group sold out of Vanguard Energy ETF (VDE) in Q2 2019, closing a stake of 2,325 shares — an estimated $208K sold.

CFO4Life Group first reported a position in VDE in Q2 2018 and held it in 3 quarters. The position peaked at $1.07M in Q2 2018. 316 funds tracked by Wall St. Rank hold VDE as of Q2 2019.

CFO4Life Group reported no remaining Vanguard Energy ETF position as of Q2 2019 after selling out during the quarter.
CFO4Life Group sold 2,325 Vanguard Energy ETF shares in Q2 2019, an estimated $208K.
CFO4Life Group first reported a position in Vanguard Energy ETF in Q2 2018 and held it in 3 quarters.
CFO4Life Group's Vanguard Energy ETF position peaked at $1.07M in Q2 2018.
316 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2019.

Based on CFO4Life Group's 13F filing for Q2 2019, filed 29 Jul 2019.