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Eudaimonia Partners’s Vanguard Energy ETF VDE Stock Holding History

Eudaimonia Partners’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
2021
Q2 		– Sell
-300
Closed -$20K – 1322
2021
Q1 		$20K Buy
+300
New +$19.2K ﹤0.01% 948

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Wealthfront Advisers
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Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Eudaimonia Partners's VDE Position: Q2 2021 in Review

Eudaimonia Partners sold out of Vanguard Energy ETF (VDE) in Q2 2021, closing a stake of 300 shares — an estimated $20K sold.

Eudaimonia Partners first reported a position in VDE in Q1 2021 and held it in 1 quarter. The position peaked at $20K in Q1 2021. 425 funds tracked by Wall St. Rank hold VDE as of Q2 2021.

  • Eudaimonia Partners reported no remaining Vanguard Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 300 Vanguard Energy ETF shares in Q2 2021, an estimated $20K.
  • Eudaimonia Partners first reported a position in Vanguard Energy ETF in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's Vanguard Energy ETF position peaked at $20K in Q1 2021.
  • 425 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.