EWM
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Edge Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Edge Wealth Management’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
2013
Q3 		– Sell
-121
Closed -$14K – 363
2013
Q2 		$14K Buy
+121
New +$13.7K 0.01% 213

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Edge Wealth Management's VDE Position: Q3 2013 in Review

Edge Wealth Management sold out of Vanguard Energy ETF (VDE) in Q3 2013, closing a stake of 121 shares — an estimated $14K sold.

Edge Wealth Management first reported a position in VDE in Q2 2013 and held it in 1 quarter. The position peaked at $14K in Q2 2013. 122 funds tracked by Wall St. Rank hold VDE as of Q3 2013.

  • Edge Wealth Management reported no remaining Vanguard Energy ETF position as of Q3 2013 after selling out during the quarter.
  • Edge Wealth Management sold 121 Vanguard Energy ETF shares in Q3 2013, an estimated $14K.
  • Edge Wealth Management first reported a position in Vanguard Energy ETF in Q2 2013 and held it in 1 quarter.
  • Edge Wealth Management's Vanguard Energy ETF position peaked at $14K in Q2 2013.
  • 122 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2013.

Based on Edge Wealth Management's 13F filing for Q3 2013, filed 7 Oct 2013.