Financial Partners Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Financial Partners Capital 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 Q3	–	Sell	-4,176	Closed	-$210K	–	108
2020 Q2	$210K	Buy	+4,176	New	+$206K	0.06%	93
2016 Q1	–	Sell	-16,227	Closed	-$1.35M	–	114
2015 Q4	$1.35M	Sell	16,227 -4,711	-22%	-$430K	0.32%	66
2015 Q3	$1.77M	Buy	+20,938	New	+$1.99M	0.45%	61

Other funds holding VDE

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Financial Partners Capital Management's VDE Position: Q3 2020 in Review

Financial Partners Capital Management sold out of Vanguard Energy ETF (VDE) in Q3 2020, closing a stake of 4,176 shares — an estimated $210K sold.

Financial Partners Capital Management first reported a position in VDE in Q3 2015 and held it in 3 quarters. The position peaked at $1.77M in Q3 2015. 290 funds tracked by Wall St. Rank hold VDE as of Q3 2020.

Financial Partners Capital Management reported no remaining Vanguard Energy ETF position as of Q3 2020 after selling out during the quarter.
Financial Partners Capital Management sold 4,176 Vanguard Energy ETF shares in Q3 2020, an estimated $210K.
Financial Partners Capital Management first reported a position in Vanguard Energy ETF in Q3 2015 and held it in 3 quarters.
Financial Partners Capital Management's Vanguard Energy ETF position peaked at $1.77M in Q3 2015.
290 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2020.

Based on Financial Partners Capital Management's 13F filing for Q3 2020, filed 28 Feb 2023.