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Divergent Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Divergent Wealth 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
2018
Q4 		– Sell
-215
Closed -$23K – 119
2018
Q3 		$23K Hold
215
– – 0.01% 91
2018
Q2 		$23K Hold
215
– – 0.01% 91
2018
Q1 		$20K Buy
+215
New +$20.8K 0.01% 95

Other funds holding VDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Divergent Wealth Advisors's VDE Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q4 2018, closing a stake of 215 shares — an estimated $23K sold.

Divergent Wealth Advisors first reported a position in VDE in Q1 2018 and held it in 3 quarters. The position peaked at $23K in Q3 2018. 325 funds tracked by Wall St. Rank hold VDE as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 215 Vanguard Energy ETF shares in Q4 2018, an estimated $23K.
  • Divergent Wealth Advisors first reported a position in Vanguard Energy ETF in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Vanguard Energy ETF position peaked at $23K in Q3 2018.
  • 325 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.