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Clear Perspectives Financial Planning’s Vanguard Energy ETF VDE Stock Holding History

Clear Perspectives Financial Planning’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
Q3 		– Sell
-153
Closed -$12K – 226
2021
Q2 		$12K Buy
+153
New +$11.1K 0.01% 160

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Main Management ETF Advisors
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Clear Perspectives Financial Planning's VDE Position: Q3 2021 in Review

Clear Perspectives Financial Planning sold out of Vanguard Energy ETF (VDE) in Q3 2021, closing a stake of 153 shares — an estimated $12K sold.

Clear Perspectives Financial Planning first reported a position in VDE in Q2 2021 and held it in 1 quarter. The position peaked at $12K in Q2 2021. 409 funds tracked by Wall St. Rank hold VDE as of Q3 2021.

  • Clear Perspectives Financial Planning reported no remaining Vanguard Energy ETF position as of Q3 2021 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 153 Vanguard Energy ETF shares in Q3 2021, an estimated $12K.
  • Clear Perspectives Financial Planning first reported a position in Vanguard Energy ETF in Q2 2021 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Vanguard Energy ETF position peaked at $12K in Q2 2021.
  • 409 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2021.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2021, filed 5 Nov 2021.