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Godshalk Welsh Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Godshalk Welsh 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
2015
Q1 		– Sell
-510
Closed -$57K – 236
2014
Q4 		$57K Buy
+510
New +$60.8K 0.05% 202

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Godshalk Welsh Capital Management's VDE Position: Q1 2015 in Review

Godshalk Welsh Capital Management sold out of Vanguard Energy ETF (VDE) in Q1 2015, closing a stake of 510 shares — an estimated $57K sold.

Godshalk Welsh Capital Management first reported a position in VDE in Q4 2014 and held it in 1 quarter. The position peaked at $57K in Q4 2014. 203 funds tracked by Wall St. Rank hold VDE as of Q1 2015.

  • Godshalk Welsh Capital Management reported no remaining Vanguard Energy ETF position as of Q1 2015 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 510 Vanguard Energy ETF shares in Q1 2015, an estimated $57K.
  • Godshalk Welsh Capital Management first reported a position in Vanguard Energy ETF in Q4 2014 and held it in 1 quarter.
  • Godshalk Welsh Capital Management's Vanguard Energy ETF position peaked at $57K in Q4 2014.
  • 203 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2015, filed 12 May 2015.