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Formidable Asset Management’s Vanguard Energy ETF VDE Stock Holding History

Formidable Asset 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
2016
Q2 		– Sell
-50
Closed -$4K – 412
2016
Q1 		$4K Hold
50
– – ﹤0.01% 428
2015
Q4 		$4K Hold
50
– – ﹤0.01% 480
2015
Q3 		$4K Hold
50
– – ﹤0.01% 523
2015
Q2 		$5K Hold
50
– – ﹤0.01% 440
2015
Q1 		$6K Hold
50
– – ﹤0.01% 418
2014
Q4 		$6K Buy
+50
New +$5.96K ﹤0.01% 390

Other funds holding VDE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Formidable Asset Management's VDE Position: Q2 2016 in Review

Formidable Asset Management sold out of Vanguard Energy ETF (VDE) in Q2 2016, closing a stake of 50 shares — an estimated $4K sold.

Formidable Asset Management first reported a position in VDE in Q4 2014 and held it in 6 quarters. The position peaked at $6K in Q1 2015. 246 funds tracked by Wall St. Rank hold VDE as of Q2 2016.

  • Formidable Asset Management reported no remaining Vanguard Energy ETF position as of Q2 2016 after selling out during the quarter.
  • Formidable Asset Management sold 50 Vanguard Energy ETF shares in Q2 2016, an estimated $4K.
  • Formidable Asset Management first reported a position in Vanguard Energy ETF in Q4 2014 and held it in 6 quarters.
  • Formidable Asset Management's Vanguard Energy ETF position peaked at $6K in Q1 2015.
  • 246 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.