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Gryphon Financial Partners’s Vanguard Energy ETF VDE Stock Holding History

Gryphon Financial Partners’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
2020
Q2 		– Sell
-40
Closed -$2K – 158
2020
Q1 		$2K Buy
+40
New +$2.54K ﹤0.01% 146
2018
Q3 		– Sell
-145
Closed -$15K – 792
2018
Q2 		$15K Hold
145
– – 0.01% 438
2018
Q1 		$13K Buy
+145
New +$14K 0.01% 466

Other funds holding VDE

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Gryphon Financial Partners's VDE Position: Q2 2020 in Review

Gryphon Financial Partners sold out of Vanguard Energy ETF (VDE) in Q2 2020, closing a stake of 40 shares — an estimated $2K sold.

Gryphon Financial Partners first reported a position in VDE in Q1 2018 and held it in 3 quarters. The position peaked at $15K in Q2 2018. 306 funds tracked by Wall St. Rank hold VDE as of Q2 2020.

  • Gryphon Financial Partners reported no remaining Vanguard Energy ETF position as of Q2 2020 after selling out during the quarter.
  • Gryphon Financial Partners sold 40 Vanguard Energy ETF shares in Q2 2020, an estimated $2K.
  • Gryphon Financial Partners first reported a position in Vanguard Energy ETF in Q1 2018 and held it in 3 quarters.
  • Gryphon Financial Partners's Vanguard Energy ETF position peaked at $15K in Q2 2018.
  • 306 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2020.

Based on Gryphon Financial Partners's 13F filing for Q2 2020, filed 13 Aug 2020.