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

Filbrandt 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
Q4 		– Sell
-328
Closed -$13K – 186
2020
Q3 		$13K Hold
328
– – 0.01% 122
2020
Q2 		$17K Hold
328
– – 0.01% 203
2020
Q1 		$13K Hold
328
– – 0.01% 117
2019
Q4 		$26K Buy
+328
New +$25.5K 0.02% 109

Other funds holding VDE

BCMIO
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Filbrandt Wealth Management's VDE Position: Q4 2020 in Review

Filbrandt Wealth Management sold out of Vanguard Energy ETF (VDE) in Q4 2020, closing a stake of 328 shares — an estimated $13K sold.

Filbrandt Wealth Management first reported a position in VDE in Q4 2019 and held it in 4 quarters. The position peaked at $26K in Q4 2019. 346 funds tracked by Wall St. Rank hold VDE as of Q4 2020.

  • Filbrandt Wealth Management reported no remaining Vanguard Energy ETF position as of Q4 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 328 Vanguard Energy ETF shares in Q4 2020, an estimated $13K.
  • Filbrandt Wealth Management first reported a position in Vanguard Energy ETF in Q4 2019 and held it in 4 quarters.
  • Filbrandt Wealth Management's Vanguard Energy ETF position peaked at $26K in Q4 2019.
  • 346 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2020.

Based on Filbrandt Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.