CFC
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Coyle Financial Counsel’s Vanguard Energy ETF VDE Stock Holding History

Coyle Financial Counsel’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
2018
Q3 		– Sell
-35
Closed -$4K – 290
2018
Q2 		$4K Buy
+35
New +$3.58K ﹤0.01% 225

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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Coyle Financial Counsel's VDE Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Vanguard Energy ETF (VDE) in Q3 2018, closing a stake of 35 shares — an estimated $4K sold.

Coyle Financial Counsel first reported a position in VDE in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 337 funds tracked by Wall St. Rank hold VDE as of Q3 2018.

  • Coyle Financial Counsel reported no remaining Vanguard Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Coyle Financial Counsel sold 35 Vanguard Energy ETF shares in Q3 2018, an estimated $4K.
  • Coyle Financial Counsel first reported a position in Vanguard Energy ETF in Q2 2018 and held it in 1 quarter.
  • Coyle Financial Counsel's Vanguard Energy ETF position peaked at $4K in Q2 2018.
  • 337 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.