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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

FDx Advisors's VDE Position: Q3 2019 in Review

FDx Advisors sold out of Vanguard Energy ETF (VDE) in Q3 2019, closing a stake of 9,854 shares — an estimated $838K sold.

FDx Advisors first reported a position in VDE in Q2 2017 and held it in 8 quarters. The position peaked at $838K in Q2 2019. 282 funds tracked by Wall St. Rank hold VDE as of Q3 2019.

FDx Advisors reported no remaining Vanguard Energy ETF position as of Q3 2019 after selling out during the quarter.
FDx Advisors sold 9,854 Vanguard Energy ETF shares in Q3 2019, an estimated $838K.
FDx Advisors first reported a position in Vanguard Energy ETF in Q2 2017 and held it in 8 quarters.
FDx Advisors's Vanguard Energy ETF position peaked at $838K in Q2 2019.
282 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.