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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Creative Planning

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

Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return