Fusion Family Wealth’s Vanguard Energy ETF VDE Stock Holding History

Fusion Family Wealth’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
2019 Q1	–	Sell	-10	Closed	-$1K	–	239
2018 Q4	$1K	Sell	10 -2	-17%	-$183	﹤0.01%	247
2018 Q3	$1K	Sell	12 -400	-97%	-$41.5K	﹤0.01%	263
2018 Q2	$43K	Hold	412	–	–	0.01%	136
2018 Q1	$38K	Buy	412 +2	+0.5%	+$194	0.01%	129
2017 Q4	$41K	Hold	410	–	–	0.01%	140
2017 Q3	$38K	Hold	410	–	–	0.01%	100
2017 Q2	$36K	Hold	410	–	–	0.01%	137
2017 Q1	$40K	Buy	+410	New	+$41K	0.02%	130

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Fusion Family Wealth's VDE Position: Q1 2019 in Review

Fusion Family Wealth sold out of Vanguard Energy ETF (VDE) in Q1 2019, closing a stake of 10 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in VDE in Q1 2017 and held it in 8 quarters. The position peaked at $43K in Q2 2018. 331 funds tracked by Wall St. Rank hold VDE as of Q1 2019.

Fusion Family Wealth reported no remaining Vanguard Energy ETF position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 10 Vanguard Energy ETF shares in Q1 2019, an estimated $1K.
Fusion Family Wealth first reported a position in Vanguard Energy ETF in Q1 2017 and held it in 8 quarters.
Fusion Family Wealth's Vanguard Energy ETF position peaked at $43K in Q2 2018.
331 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.