Farmers & Merchants Investments Inc’s Vanguard Energy ETF VDE Stock Holding History

Farmers & Merchants Investments Inc’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 Q4	–	Sell	-600	Closed	-$24K	–	860
2020 Q3	$24K	Buy	+600	New	+$28.5K	﹤0.01%	414
2017 Q1	–	Sell	-315	Closed	-$33K	–	784
2016 Q4	$33K	Hold	315	–	–	﹤0.01%	375
2016 Q3	$31K	Sell	315 -72	-19%	-$6.84K	﹤0.01%	334
2016 Q2	$37K	Buy	387 +72	+23%	+$6.62K	﹤0.01%	294
2016 Q1	$27K	Hold	315	–	–	﹤0.01%	329
2015 Q4	$26K	Hold	315	–	–	﹤0.01%	347
2015 Q3	$27K	Hold	315	–	–	﹤0.01%	337
2015 Q2	$34K	Hold	315	–	–	﹤0.01%	326
2015 Q1	$34K	Buy	+315	New	+$34.4K	﹤0.01%	333

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Farmers & Merchants Investments Inc's VDE Position: Q4 2020 in Review

Farmers & Merchants Investments Inc sold out of Vanguard Energy ETF (VDE) in Q4 2020, closing a stake of 600 shares — an estimated $24K sold.

Farmers & Merchants Investments Inc first reported a position in VDE in Q1 2015 and held it in 9 quarters. The position peaked at $37K in Q2 2016. 346 funds tracked by Wall St. Rank hold VDE as of Q4 2020.

Farmers & Merchants Investments Inc reported no remaining Vanguard Energy ETF position as of Q4 2020 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 600 Vanguard Energy ETF shares in Q4 2020, an estimated $24K.
Farmers & Merchants Investments Inc first reported a position in Vanguard Energy ETF in Q1 2015 and held it in 9 quarters.
Farmers & Merchants Investments Inc's Vanguard Energy ETF position peaked at $37K in Q2 2016.
346 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2020.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2020, filed 20 Jan 2021.