FDx Advisors’s Vanguard Energy ETF VDE Stock Holding History

FDx 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
2019 Q3	–	Sell	-9,854	Closed	-$838K	–	798
2019 Q2	$838K	Buy	9,854 +6,420	+187%	+$553K	0.03%	364
2019 Q1	$307K	Buy	+3,434	New	+$298K	0.01%	594
2018 Q4	–	Sell	-3,092	Closed	-$325K	–	805
2018 Q3	$325K	Sell	3,092 -995	-24%	-$103K	0.01%	666
2018 Q2	$429K	Buy	4,087 +1,053	+35%	+$108K	0.02%	595
2018 Q1	$280K	Sell	3,034 -637	-17%	-$61.7K	0.01%	998
2017 Q4	$363K	Buy	3,671 +590	+19%	+$55.5K	0.01%	933
2017 Q3	$288K	Sell	3,081 -188	-6%	-$16.7K	0.01%	1060
2017 Q2	$289K	Buy	+3,269	New	+$302K	0.01%	999

Other funds holding VDE

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

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return