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Childress Capital Advisors’s Vanguard Energy ETF VDE Stock Holding History

Childress Capital 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
2021
Q1 		– Sell
-685
Closed -$57K – 915
2020
Q4 		$57K Buy
+685
New +$32K 0.03% 208

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Bank of America
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Morgan Stanley
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMEA
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BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Childress Capital Advisors's VDE Position: Q1 2021 in Review

Childress Capital Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2021, closing a stake of 685 shares — an estimated $57K sold.

Childress Capital Advisors first reported a position in VDE in Q4 2020 and held it in 1 quarter. The position peaked at $57K in Q4 2020. 396 funds tracked by Wall St. Rank hold VDE as of Q1 2021.

  • Childress Capital Advisors reported no remaining Vanguard Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Childress Capital Advisors sold 685 Vanguard Energy ETF shares in Q1 2021, an estimated $57K.
  • Childress Capital Advisors first reported a position in Vanguard Energy ETF in Q4 2020 and held it in 1 quarter.
  • Childress Capital Advisors's Vanguard Energy ETF position peaked at $57K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2021.

Based on Childress Capital Advisors's 13F filing for Q1 2021, filed 21 May 2021.