Courier Capital’s Vanguard Energy ETF VDE Stock Holding History

Courier Capital’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 Q4	–	Sell	-3,335	Closed	-$251K	–	298
2019 Q3	$251K	Hold	3,335	–	–	0.03%	239
2019 Q2	$284K	Sell	3,335 -150	-4%	-$12.9K	0.04%	226
2019 Q1	$311K	Hold	3,485	–	–	0.04%	211
2018 Q4	$269K	Sell	3,485 -750	-18%	-$68.7K	0.04%	211
2018 Q3	$445K	Sell	4,235 -550	-11%	-$57K	0.05%	173
2018 Q2	$503K	Sell	4,785 -1,200	-20%	-$123K	0.06%	167
2018 Q1	$553K	Sell	5,985 -1,200	-17%	-$116K	0.07%	156
2017 Q4	$711K	Buy	7,185 +400	+6%	+$37.6K	0.09%	137
2017 Q3	$635K	Buy	+6,785	New	+$602K	0.09%	132

Other funds holding VDE

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

Bank of America

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

Manulife (Manufacturers Life Insurance)

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

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return