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Financial Advantage’s Vanguard Energy ETF VDE Stock Holding History

Financial Advantage’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
Q3 		– Sell
-386
Closed -$19K – 155
2020
Q2 		$19K Buy
+386
New +$19K 0.01% 93
2015
Q1 		– Sell
-552
Closed -$62K – 137
2014
Q4 		$62K Buy
+552
New +$65.8K 0.06% 48

Other funds holding VDE

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advantage's VDE Position: Q3 2020 in Review

Financial Advantage sold out of Vanguard Energy ETF (VDE) in Q3 2020, closing a stake of 386 shares — an estimated $19K sold.

Financial Advantage first reported a position in VDE in Q4 2014 and held it in 2 quarters. The position peaked at $62K in Q4 2014. 290 funds tracked by Wall St. Rank hold VDE as of Q3 2020.

  • Financial Advantage reported no remaining Vanguard Energy ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Advantage sold 386 Vanguard Energy ETF shares in Q3 2020, an estimated $19K.
  • Financial Advantage first reported a position in Vanguard Energy ETF in Q4 2014 and held it in 2 quarters.
  • Financial Advantage's Vanguard Energy ETF position peaked at $62K in Q4 2014.
  • 290 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2020.

Based on Financial Advantage's 13F filing for Q3 2020, filed 27 Oct 2020.