FGC
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Financial Gravity Companies’s Vanguard Energy ETF VDE Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$3K Buy
+32
New +$2.93K ﹤0.01% 866
2018
Q1 		$17K Sell
168
-63
-27% -$6.1K 0.02% 520
2017
Q4 		$24K Buy
+231
New +$21.7K 0.03% 464

Other funds holding VDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Gravity Companies's VDE Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Vanguard Energy ETF (VDE) in Q4 2018: 32 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VDE as recently as Q1 2018.

Financial Gravity Companies first reported a position in VDE in Q4 2017 and has held it in 3 quarters since. The position peaked at $24K in Q4 2017. 325 funds tracked by Wall St. Rank hold VDE as of Q4 2018.

  • Financial Gravity Companies held 32 shares of Vanguard Energy ETF worth $3K as of Q4 2018.
  • Vanguard Energy ETF was a new Financial Gravity Companies position in Q4 2018.
  • Vanguard Energy ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #866 holding.
  • Financial Gravity Companies first reported a position in Vanguard Energy ETF in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Vanguard Energy ETF position peaked at $24K in Q4 2017.
  • 325 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.