EWM
VDE icon

Elmwood Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Elmwood 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
2020
Q2 		– Sell
-100
Closed -$9.24K – 345
2020
Q1 		$9.24K Buy
+100
New +$6.34K 0.01% 194
2019
Q4 		– Sell
-44
Closed -$3K – 238
2019
Q3 		$3K Sell
44
-100
-69% -$8K ﹤0.01% 237
2019
Q2 		$12K Hold
144
– – 0.01% 185
2019
Q1 		$13K Hold
144
– – 0.01% 176
2018
Q4 		$11K Buy
144
+44
+44% +$4.03K 0.01% 185
2018
Q3 		$10.5K Hold
100
– – 0.01% 200
2018
Q2 		$10.5K Hold
100
– – 0.01% 195
2018
Q1 		$9.24K Buy
+100
New +$9.68K 0.01% 194

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Elmwood Wealth Management's VDE Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Vanguard Energy ETF (VDE) in Q2 2020, closing a stake of 100 shares — an estimated $9.24K sold.

Elmwood Wealth Management first reported a position in VDE in Q1 2018 and held it in 8 quarters. The position peaked at $13K in Q1 2019. 306 funds tracked by Wall St. Rank hold VDE as of Q2 2020.

  • Elmwood Wealth Management reported no remaining Vanguard Energy ETF position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 100 Vanguard Energy ETF shares in Q2 2020, an estimated $9.24K.
  • Elmwood Wealth Management first reported a position in Vanguard Energy ETF in Q1 2018 and held it in 8 quarters.
  • Elmwood Wealth Management's Vanguard Energy ETF position peaked at $13K in Q1 2019.
  • 306 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.