First Command Financial Services’s Vanguard Energy ETF VDE Stock Holding History

First Command Financial Services’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 Q3	–	Sell	-206	Closed	-$22K	–	400
2018 Q2	$22K	Hold	206	–	–	0.01%	280
2018 Q1	$19K	Hold	206	–	–	﹤0.01%	304
2017 Q4	$20K	Sell	206 -118	-36%	-$11.1K	0.01%	290
2017 Q3	$30K	Buy	324 +118	+57%	+$10.5K	0.02%	246
2017 Q2	$18K	Hold	206	–	–	0.01%	301
2017 Q1	$20K	Hold	206	–	–	0.01%	279
2016 Q4	$22K	Buy	+206	New	+$20.6K	0.02%	275

Other funds holding VDE

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return